Setting Up Issue Tags

Issue tags let you attach consistent keywords to issue records, enabling employees to 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. The employee can search by the audio clarity tag for more accurate results than entering keywords.

To setup or edit issue tags, ensure you have access to a role which has the Issue Setup permission. For information on 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. This is true when another product team has not already been selected.

  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

General Notices