You can create tags which are then applied to different items in the system, including projects and tasks. 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 project or task when it is created, or added later on the details page. Task tags apply only to the individual task that it has been assigned to, but project tags apply across the whole project, including every task within it. Sub-tasks cannot be tagged.
Add Tags
- Navigate to the project or task details page. On projects, each tag group is listed on the Details tab. On tasks, each tag group is listed in the Details section in the right sidebar.
- 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.
Update or Remove Tags
- Navigate to the project or task details page. On projects, each tag group is listed on the Details tab. On tasks, each tag group is listed in the Details section 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.