Setting Up Issue Tags

Issue tags let you add consistent keywords to issue records so employees can search and classify issues by tags.

For example, an electronics company creates the following tags: audio clarity, CD skipping, and video clarity. A support rep receives a case on poor CD quality with skipping. The rep enters an issue record and selects CD skipping and audio clarity as tags. Later, another employee needs to search issues for audio problems. They can search by the audio clarity tag for more accurate results than searching by keywords.

To setup or edit issue tags, ensure you have access to a role which has the Issue Setup permission. For information about adding permissions to a role, see Setting Permissions.

To set up issue tags:

1. Go to Issues > Setup > Issue Tags > New..

2. In the Issue Tag field, enter the name of this tag, or keyword.

3. In the Product Team field, select the team associated with this tag.

   This team appears in the Product Team field on issue records when this tag is selected, unless you've already selected another product team.

4. Click Save.

To edit issue tags, go to Issues > Setup > Issue Tags. Click Edit next to the tag you want to change.

Related Topics

• Issue Management Overview
• Issue Management Setup Checklist
• Getting Started With Issue Management
• Setting Issue Management Preferences
• Setting Up Issue Statuses
• Creating an Issue External Status
• Setting Up Issue Severities
• Setting Up Issue Priorities
• Setting Up Issue Types
• Setting Up Issue Sources
• Setting Up Issue Reproducibility
• Working with Products and Modules
• Creating Issue Role Types
• Managing Issue Status Transitions
• Creating Employee Groups for Issues
• Customizing Issue Notification Email
• Logging Issues
• Linking Issues with Cases
• Working with Related Issues
• Issue Management

General Notices