How to create tags and tag groups

How to create tags and tag groups

Introduction

During project creation, project managers can define which tag groups and tags are to be used in the project. Then, any TM generated during this particular project will automatically contain the tags.


Instructions

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

  1. Enter 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 for which particular tags shall be applicable, you can select one or more customers from the Customer drop-down, by clicking on each relevant customer name. Finally, click the Save button and close the window.

XTM Cloud automatically replaces spaces with underscores in tag names.

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

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


Use of Tags in TM/Term Penalty Profiles

The primary purpose of tags is using them in TM/Term Penalty Profiles, by tagging the created TM or terms with different tags and then setting relevant penalty profiles. For more information about penalty profiles,

Once the TMs or Terms are separated with different tags, you can set a penalty profile in new projects, such as the one in the example below, so that only the proper resources are applied.

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