Add a Tag

Add a tag on the Tag page.

NOTE: A tag cannot be added on the Tag – All Types page.

To add a tag:

  1. Select Configuration > Tag Type from the Navigation pane.

  2. Click the icon for a Tag Type.

    NOTE: If the user clicks the icon for All Tag Types, no tags can be added.

  3. Click Add. 

    View the field descriptions for the Tag page

  4. Enter a name for the tag in NAME field.

  5. Click Save.

    NOTE: The TYPE field displays the tag type selected when the user clicked the icon in step 2.

  6. Click Vertical View to further configure the tag, if necessary.

  7. Click Edit.

    View the field descriptions for the Tag page

  8. Enter a brief description of the tag in Description field.

  9. Select an option from the Require Late Comment list box, if applicable.

    NOTE: The Require Late Comment list box displays options to indicate if and how users are required to enter a comment when finishing a task assigned to this tag after the planned finish date. Values are:

    • Inherit – The Require Late Comment setting is inherited from the most granular level in the hierarchy. If the Require Late Comment setting is set to [None], Inherit is used by default. The requirement hierarchy’s most granular level is task, followed by tag, plan and parameter.
      Require Late Comment settings set at the task level override those set at any other level. If a task’s Require Late Comment setting is set to [None] or Inherit, the task’s Require Late Comment setting is inherited from the tag level (provided the tag level does not also have a Require Late Comment setting of [None] or Inherit). If the tag level has a Require Late Comment setting of Inherit or [None], Require Late Comment settings are then inherited at the plan level (provided the plan level does not also have a Require Late Comment setting of [None] or Inherit), and so on.
      For example, the Require Late Comment list box has been set to [None] at the parameter level. At the plan level, it has been set to Inherit. At the tag level, the Require Late Comment list box is set to Yes. At the task level, Task A in the Plan has a Require Late Comment setting of Inherit. Task B in the plan has a Require Comment setting of No. In this scenario, Task A would have a Require Late Comment setting of Yes. Task B would have a Require Late Comment setting of No. 
    • Yes – Tasks assigned to this tag will require a comment when the user clicks Next Action on the Work List after the planned finish date.
    •  No – Tasks assigned to this tag will not require a comment when the user clicks Next Action on the Work List after the planned finish date.

  10. Select an option from Require Comment list box, if applicable.

NOTE: This list box displays an option to indicate if and how users are required to enter a comment when finishing a task assigned to this tag before or on the planned finish date. Values are:

  • Inherit – The Require Comment setting is inherited from the most granular level in the hierarchy. If the Require Comment setting is set to [None], Inherit is used by default. The requirement hierarchy’s most granular level is task, followed by tag, plan and parameter.
    Require Comment settings set at the task level override those set at any other level. If a task’s Require Comment setting is set to [None] or Inherit, the task’s Require Comment setting is inherited from the tag level (provided the tag level does not also have a Require Comment setting of [None] or Inherit). If the tag level has a Require Comment setting of Inherit or [None], Require Comment settings are then inherited at the plan level (provided the plan level does not also have a Require Comment setting of [None] or Inherit), and so on.
    For example, the Require Comment list box has been set to [None] at the parameter level. At the plan level, it has been set to Inherit. At the tag level, the Require Comment list box is set to Yes. At the task level, Task A in the Plan has a Require Comment setting of Inherit. Task B in the plan has a Require Comment setting of No. In this scenario, Task A would have a Require Comment setting of Yes. Task B would have a Require Comment setting of No. 
  • Yes – Tasks assigned to this tag will require a comment when the user clicks Next Action on the Work List on or before the planned finish date.
  • No – Tasks assigned to this tag will not require a comment when the user clicks Next Action on the Work List on or before the planned finish date.

The tag is then further configured depending on the Tag Type. Refer to Configure Logic Tags, Configure Plan Tags, and Configure Security Tags for more information/