You can create tags which are then applied to different items in the system. This allows you to filter lists by and report on properties which are not a first class concept in WeTrack. Tags are organized into Tag Groups, which are linked to specific types of items: projects, tasks, risks, incidents, jobs, or indicators. Tags and Tag Groups are created in Settings > Tag Manager by Admin users. See Add and Manage Tags and Tag Groups for more details.
Tags can be assigned to a risk, issue or opportunity when it is created, or added later on in the item's details page.
In this article:
Add Tags
- Navigate to Risk > Risks & Issues and select the risk, issue, or opportunity. Its details page opens.
- In the right sidebar, each tag group is listed in the Details section. Click the existing tags or "no [group name]". The tag group modal opens.
- Click a tag to add it. You can also search for specific tags if there is a long list.
- Click Apply. The selected tags display in the Details section.
Update or Remove Tags
- Navigate to Risk > Risks & Issues and select the risk, issue, or opportunity. Its details page opens.
- In the right sidebar, click the existing tags in the tag group. The tag group modal opens.
- Click a tag to add it. You can also search for specific tags if there is a long list.
- To remove a tag, hover over the tag and click the X, or click Clear All in the lower left to remove all tags.
- Click Apply.