Add and Manage Tags and Tag Groups

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. For example, you may want to tag your projects or tasks that relate to a particular venue or upcoming event.

Tags are organized into Tag Groups, which are linked to specific types of items: projects, tasks, risks, incidents, jobs, or indicators. The Tag Group displays on the details page of the project or such, and you select the specific tag from the list of tags in the group. 

Tags and Tag Groups are managed in the Tag Manager, located in Settings. Click on your profile and select Settings. In the Settings menu, select Tag Manager. 

In this article:

• Manage Tag Groups
  • Add a Tag Group
  • Edit a Tag Group
  • Delete a Tag Group
• Manage Tags
  • Add a Tag
  • Edit a Tag
  • Delete a Tag

Manage Tag Groups

Add a Tag Group

1. In the Tag Manager, click Add Tag Group. The Add Tag Group modal opens.
2. Add the name of the group.
3. Select which item type the group will be used with.
4. Click Save. The Tag group will display on the linked item's tab in the Tag Manager.

Edit a Tag Group

1. In the Tag Manager, click the tag group to expand it. 
2. Click Edit Tag Group. The Add Tag Group modal opens.
3. Update the name of the group. The linked item type cannot be edited.
4. Click Save.

Delete a Tag Group

1. In the Tag Manager, click the tag group to expand it. 
2. Click Edit Tag Group. The Add Tag Group modal opens.
3. Click Delete. A confirmation modal opens.
4. Type the confirmation code displaying in the modal in the blanks.
5. Click Confirm. 

Manage Tags

Add a Tag

1. In the Tag Manager:
   • Click Add Tag, or
   • Expand a Tag Group and click Add Tag. 
2. Add the name of the tag.
3. Select the Tag Group. If you clicked Add Tag on a tag group, that group will already be selected. If you don't select a tag group, the tag will be added to the first group in the list of tag groups.
4. Click Save.

Edit a Tag

1. In the Tag Manager, expand the tag's group and click the tag. The Edit Tag modal opens.
2. Update the tag's name. The tag group cannot be edited.
3. Click Save.

Delete a Tag

1. In the Tag Manager, expand the tag's group and click the box by the tag or tags to delete.
2. Click Delete Tag. A confirmation pop-up displays.
3. Type the confirmation code displaying in the pop-up in the blanks.
4. Click Confirm.