⚒️Managing Tags

Admin Tools -> Metadata -> Tags

Editing tags requires the Service Admin role.

Tags are a useful tool for labeling and classifying case records.

To add a tag to a case, the tag must be added to the service category. For details, see Categorizing Cases with Tags

Tags Page

Creating a New Tag

• Click New Tag to open the New Tag dialog.

• Enter a descriptive name and choose a color for the tag.

• Click Create.

Editing a Tag

• Click on a tag from the list to go to the Tag Details page.

• Edit the tag name and color.

• Click Save.

See Also

📚Categorizing Cases with Tags