Custom tags zoho sprints

Custom tags

Why create tags?
 
Custom tags are labels that you define for a particular set of work items in your backlog or sprint. They are the quickest and easiest way to group a similar set of work items based on a specific category. 
 
For example, if your team works on three different processes simultaneously and has work items scattered randomly, how can you classify them? Let's say the three different processes are integrations, product road map, and new enhancements. All three can have individual tags, and you can associate the work items to the relevant tags. 
 
    1. Filter the particular set of work items based on the process tags. 
    1. Create a custom view and categorize work items based on the three different tags.

Available plan:  Starter, Elite and Premier

Accessibility: 
  1. Admins can add, edit, delete, and associate tags for all the work items across projects. 
  1. Managers and members can edit and delete tags created by them.
  1. If the work item is unassigned, the tag owners can edit and delete tags. Other users can add and associate tags to the unassigned work items. 
  1. Tags are available in the Backlog, Epics, and Board modules. 

Add tags

  1. Navigate to  Backlog.
  2. Click   at the bottom of the work item name.
  3. Enter the Tag Name  and pick a Color.
  4. Click Add
If you have already created tags, you can clickat the bottom of the tag pop-up and add a new tag to your project. 


 
Note:
  1. A tag name should be only up to 100 characters.
  2. Tags are portal level.
  3. You can add up to 10K tags in your team (i.e, Portal) 
  
Associate tags
 
You can associate work items with multiple tags if necessary. For example, say you have created 10 tags in your project and you want to associate three tags to a work item. You can select the required tags and associate them. 
  1. Navigate to Backlog.
  2. Click  at the bottom of the work item name.
  3. Check the box next to the required tags to select them. 
  4. Click Update.  

Note: Tags are not restricted to specific projects. You can view all the tags created across projects while associating a tag for particular work item.  

Edit tag

  1. Navigate to  Backlog.
  2. Click   at the bottom of the work item name.
  3. Click    next to the tag name.
  4. Modify the details and click Update.  
 

Delete tag

  1. Navigate to  Backlog.
  2. Click   at the bottom of the work item name.
  3. Click  next to the tag name.
  4. Click Yes,  delete in the alert box. 
Note:  The tag will be removed permanently and the work items will automatically be disassociated with the tag. 

Bulk update tags  

You can additionally do a bulk update of tags for your work items. 
  1. Navigate to Backlog.
  2. Check the box next to the required tags to select the work items.
  3. Click  Modify  and select Tags
  4. Associate the required tags.
  5. Click Update.  


Search tags
 
When you have 'n' number of tags in your project, you can search for a particular tag and associate it with your work item.
  1. Navigate to  Backlog.
  2. Click   at the bottom of the work item name.
  3. Enter the tag name in the search field.
  4. Select the tag.
  5. Click Update.  

Filter tags  

You can filter work items based on specific tags in your project. Select  in the upper-right corner and choose the required Tags from the criteria. You can also create custom views based on tags as a criteria. How to create custom view



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Work item linking

                                                                                                    Linking work items helps you create an association between similar, identical, or inter-dependant work items. This allows you to track and manage those work items that are related to each other and be aware of how the progress of those work items ...
                                                                                                  • Manage work items

                                                                                                    Once your story has been defined, its time to create the work items that form the building blocks of your project. You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the ...
                                                                                                  • Add or associate work items to epic

                                                                                                    Once, you have now successfully created your epic in Zoho Sprints, you can either add or associate an existing work item to your epic. Add new work items - I ntroduce new work items from your epic. Associate existing work items - A ssociate existing ...
                                                                                                  • Can I edit work items in active sprints?

                                                                                                    Yes, you can edit the work items in the active sprints. 
                                                                                                  • How do I move work items from the backlog to a sprint or vice-versa?

                                                                                                    Work items can be dragged and dropped between the backlog and a sprint. Drag the work item that you want to move from your backlog and drop it in the respective sprint. Learn more.
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources