Custom tags

Tags help you organize scenarios, reports, and other assets so you can find them quickly. This is useful as the number of assets in a project grows over time and as more users work in it.

What are custom tags

The tag management screen at the project level lets you manage all tags from one place. To open it, go to Project settings and under General, click Custom tags.

On this screen, you can:

• Rename a tag in all definitions.
• Change tag colors for better visibility, for example, to use a special color for email or SMS campaigns.
• Merge several tags into one. The change is applied across applications.
• Filter tags more effectively.
• See the number of assets with specific tags.
• Create tags in a new and improved way.
• Manage adding, editing, and removing tags from definitions more easily.

Limitations

• Only the project admin can manage tags at the project level.
• Only the project admin can define tag colors.
• Tags have a separate filter. The search field can't find tags.
• You always see the whole list of tags in a project.

Rename tag or change its color

In the list of tags, hover over the tag you want to rename, and click Edit. In the modal, enter a new name.

Merge tags

To fix typos in existing tags everywhere at once, merge them. You can merge 2 or more tags into one tag, and the change is applied to all definitions.

Select the tags you want to merge, and click Merge tags.

Set a new name and color for the merged tag.

Filter tags

When you click the tag filter, the application shows an alphabetical list of all tags. The same list appears everywhere in the application, and you no longer see only a small subset of the project's tags. This helps keep all parts of the application in sync.

Create new tags

To add a tag that doesn't exist yet, enter its name. The application informs you that the tag doesn't exist. To create it, click Create new tag.

You can also create new tags in Project settings > Custom tags, where you can create several tags in bulk.

In the modal, you can add another tag.

Add, edit, and remove tags from definitions

Use bulk tag actions

To manage tags on multiple definitions at once, use bulk action:

• Attach tags: Adds a new tag to all selected definitions.
• Remove tags: Removes all tags from the selected definitions.

Edit tags for selected definitions

You can also edit tags for selected definitions only.