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How-to Use Issue Tags

Updated over 2 months ago

The Issue Tags tab in Waterfall Project Settings helps you categorize and add context to issues within your project. By defining and managing custom tags, you can streamline filtering, enhance reporting, and improve team collaboration.

Accessing the Issue Tags Tab

  1. Open your Waterfall project.

  2. Go to Project Settings and select the Issue Tags tab from the top menu.

Inheriting or Copying Tags

  • Click the Inherit/Copy Tags button to import tags from other projects.

  • This ensures consistency in issue categorization across your organization or portfolio.

Creating a New Issue Tag

  1. In the Issue Tags tab, locate the fields for creating a new tag.

  2. Title: Enter a concise name for the tag (e.g., "Management Approval").

  3. Description: Provide a brief explanation of the tag’s purpose or scope.

  4. Click Create Issue Tag to add the new tag to your project.

Managing Existing Tags

  • All existing tags are displayed in a table, showing:

    • Title: The tag’s name.

    • Description: A summary of what the tag represents.

    • Delete: Remove a tag by clicking the red Delete button next to it.

  • To edit a tag, simply update the title or description directly in the table.

  • Click Save to apply any changes you make.

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