Adding tags to requests

You have the option to tag requests automatically from our integration. See more about how to set up auto-tagging here.

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.

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:

Tag categories

Don't forget you can use categories to organize your tags. Simply use the formula:

CATEGORY:TAG

And your tags will automatically be grouped by category on your reporting + browse pages (instead of being held in the "other" category):

Removing tags 

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. Learn how to bulk update tags here

Importing tags

When you import your csv backlog, you can set the tags field and import them in bulk. Learn more here

 

Related:

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.