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Table of Contents

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  1. As a user with the Administrator role, go to Configuration → Data → Tags → Tags, and click the Add button.

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    1. Enter the name for a new Tag group. Then enter names for as many Tags as you need.

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    1. Also, if you want to restrict the number of customers for which particular tags shall be applicable, you can select one or more customers from the left-hand side pane by clicking on each relevant customer name to highlight it and selecting the blue arrow button. Alternatively, double-click on the customer name.

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    1. Finally, click the Save button and close the window.

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    Info

    XTM Cloud automatically replaces spaces with underscores in tag names.

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    1. The new tag group is added to the list together with its tags.

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      1. Next time you create a project, you can apply the previously created tags in the Tag settings section.

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