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Tags & Labels

Tags

Tags are personalized labels/ marks that can be attached to tasks. Tags are not designed for sensitive data. If a tag is created, it will be available everywhere in the system.

Rename a tag

There are 2 ways to rename a tag.

Way 1. Clicking the tag name.

  1. In the left sidebar, navigate to Show more > Tags.
  2. Click a required tag.
  3. Make your changes.
  4. Click SAVE.

Way 2. Using the "Edit" option.

  1. In the left sidebar, navigate to Show more > Tags.
  2. Check the box next to the tag you want to rename.
  3. Click the right mouse button anywhere in the area of the selected tag and then select Edit from the dropdown menu.
  4. Make your changes.
  5. Click SAVE.

Delete a tag

  1. In the left sidebar, navigate to Show more > Tags.
  2. Check the box next to the tag you want to delete.
  3. Click the right mouse button anywhere in the area of selected tickets and then select Delete from the dropdown menu.
  4. When prompted, click OK in the modal window to confirm that you want to delete a tag.

Filter tags

You can filter tags by context, name, product, taggable type, and tagger.

  1. In the left sidebar, navigate to Show more > Tags.
  2. Click the plus icon next to Filters and then select the filter you want to apply.
  3. Click APPLY to filter the tags.

Perform bulk actions on tags

To manage tags more efficiently, you can perform bulk actions such as deleting or merging multiple tags at once.

Delete multiple tags

To delete several tags at the same time:

  1. Check the boxes next to the tags you want to delete and then click with the right mouse button anywhere in the area of selected tags.
  2. Select Delete from the dropdown menu.
  3. When prompted, click Yes to confirm that you want to delete the tags.

Merge multiple tags

To merge several tags at the same time:

  1. Check the boxes next to the tags you want to archive.
  2. At the top, click Merge.

Labels

Rename a label

There are 2 ways to rename a tag.

Way 1. Clicking the label name.

  1. In the left sidebar, navigate to Show more > Labels.
  2. Click a required label.
  3. Make your changes.
  4. Click SAVE.

Way 2. Using the "Edit" option.

  1. In the left sidebar, navigate to Show more > Labels.
  2. Check the box next to the tag you want to rename.
  3. Click the right mouse button anywhere in the area of the selected tag and then select Edit from the dropdown menu.
  4. Make your changes.
  5. Click SAVE.

Delete a label

  1. In the left sidebar, navigate to Show more > Labels.
  2. Check the box next to the tag you want to delete.
  3. Click the right mouse button anywhere in the area of the selected label and select Delete from the dropdown menu.
  4. When prompted, click OK in the modal window to confirm that you want to delete a label.

Filter labels

You can filter labels by name and product.

  1. In the left sidebar, navigate to Show more > Labels.
  2. Click the plus icon next to Filters and select the filter you want to apply.
  3. Click APPLY to filter the labels.

Perform bulk actions on labels

You can manage multiple labels simultaneously by using bulk actions. This helps save time and improves efficiency.

Delete multiple labels

To delete several labels at the same time:

  1. Check the boxes next to the labels you want to delete and then click with the right mouse button anywhere in the area of selected labels.
  2. Select Delete from the dropdown menu.
  3. When prompted, click Yes to confirm that you want to delete the labels.

Merge multiple labels

To archive several labels at the same time:

  1. Check the boxes next to the labels you want to delete and then click with the right mouse button anywhere in the area of selected labels.
  2. Select Merge from the dropdown menu.