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Introduction
During project creation, project managers can define which tag groups and tags are to be used in the project. Then, then any TM generated during this particular project will automatically contain the tags.
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Guidelines
As the a user with the Administrator role, go to Configuration → Data → Tags → Tags, and click the Add button.
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2. Enter a the name for a new Tag group. Then enter names for as many Tags as you need.
Also, if you want to restrict the number of customers to for which given particular tags shall be applicable, you can select one or more customers from the left-hand side pane by clicking on the each relevant customer name to highlight it and selecting the blue arrow button. Alternatively, double-click on the customer name.
Finally, click the Save button and close out the window.
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| Info |
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XTM Cloud automatically replaces spaces with underscores in tag names. |
3. The new tag group has been is added to the list together with its tags.
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4. Next time you will be creating create a project, you can apply the previously created tags in the Tag settings section.
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