Adding tags to artifacts and viewing tagged artifacts

You can add user-defined shared or personal tags to new and existing artifacts. Use tags to categorize artifacts in a project area. You can view all artifacts that have the same tag by creating a filter for that tag. If you save that view, you can use that view in your project dashboard. Shared tags are available to all users in the project. Personal tags are only available to the user who creates them.

Procedure

  • To add a tag to a new artifact:
    1. Click Create Artifact on the Artifacts page.
    2. Type a name for the artifact, and then click Add Tags. The Apply Tags window opens.
    3. In the Apply Tags window, do one of these actions:
      • Select an existing tag, and then click OK.
      • Create a tag by clicking New Tag. Type a tag name and optionally, a description. Select the Shared or Personal tag type. Click OK.
    4. Click OK in the Create an artifact with attributes window.
  • To add a tag to an existing artifact:
    1. Open an artifact and in the Overview pane, click the Select Tags icon in the artifact toolbar. The Select Tag window opens.
    2. In the Select Tags window, do one of these actions:
      • Select an existing tag, and then click OK.
      • Create a tag by clicking New Tag. Type a tag name and optionally, a description. Select the Shared or Personal tag type. Click OK.
    3. Click OK to save the tag selection for the artifact.
  • To remove a tag from an artifact, in the artifact editor, click Select Tags. In the Apply Tags dialog, click the selected tags to deselect them.
  • To view all artifacts that have the same tag, from the Artifacts page, or the module editor, click Add Filter and select Tag as the filter attribute.
  • To add tags to a project without adding a tag to an artifact, from the Artifacts page, or the module editor, click More Actions > Manage Tags > New Tag.
  • To edit or delete a tag, from the Artifacts page, or the module editor, click More Actions > Manage Tags and select Edit Tag or Delete Tag.