Why is this important?
Request tags are an incredibly flexible way to track groups of requests, segment your reports and analyze demand on your product at a granular level.
You can add as many tags to each requests as you'd like, and you can view them in:
- The "Reports" tab. Request tag filters are "sticky" so you can compare and contrast an endless combination of tags.
- You can also view your groups of features under the "Browse" tag.
While it's possible to use manual tagging in order to further analyze your feedback, auto-tagging enables you to automate the whole process, saving you a great deal of time.
Auto-tags are added via our integration and simply involves adding the relevant keys to your integration snippet.
Examples of auto-tags you can add to requests are products, modules, or instances of your product.
Taking the time to set up auto-tagging at the start will save you loads of time and effort down the line, and enables you to dive deeper into your data from day one.
You can learn more about auto-tagging here.
Manually adding tags to requests
Just open a request and click "Edit".
In the "Tags" field, start typing your tag name. Hit enter to create each tag. Any existing tags will be auto populated as you start typing:
To bulk edit, head to Browse and select the relevant requests. You can then click the drop-down menu and select "Bulk Edit Tags".
You can then either remove tags by clicking the crosses next to them, or you can add tags by typing in the box.
Don't forget you can use categories to organize your tags. Simply use the formula:
And your tags will automatically be grouped by category on your reporting + browse pages (instead of being held in the "other" category):
When a tag is no longer in use (tied to a request), it will "disappear" from your account. So to delete or edit a tag, just remove all references to it.
When you import your csv backlog, you can set the tags field and import them in bulk. Learn more here.