Managing tags

1. Open the "Incidents" tab.
2. In the ribbon, in the "Management" group, click "Tags".
   
3. The tag management window is displayed.
   
   This window is used to:
   • set tags: create, modify, etc.
   • view the distribution of incidents by tag.

Creating, editing, deleting a tag

1. Open the "Incidents" tab.
2. In the ribbon, in the "Management" group, click "Tags".
3. In the "List of tags" tab, click "+". The tag creation window is displayed:
   
   In this window, you must indicate:
   • The tag name (required). This name will be used to identify the tag. The name must not contain spaces.
   • The tag description (optional): Explains the conditions for using the tag.
   • The tag visibility:
     • If the tag is public, all contributors will be able to see it.
     • If the tag is private, only the owner will be able to see it.
   • The tag color: Allows you to quickly identify the elements associated with a tag. This parameter is mandatory.
4. Validate. The new tag appears immediately in the tag list.

1. Open the "Incidents" tab.
2. In the ribbon, in the "Management" group, click "Tags".
3. In the "List of tags" tab, select a tag and click the modification button: . The tag description window is displayed.
4. In this window, you can modify :
   • The different characteristics of a private tag. The tag can be changed to public. You can also change the owner of a private tag (caution: in this case, the tag will no longer appear in the list of tags).
   • The different characteristics of a public tag. However, a public tag cannot be changed to a private tag.
5. Validate. Changes are automatically applied.

1. Open the "Incidents" tab.
2. In the ribbon, in the "Management" group, click "Tags".
3. In the "List of tags" tab, select a tag and click "-".
4. A confirmation is requested and the tag is deleted. If the tag is associated with one or more incidents, the association will also be deleted.

Associating a tag with an incident

• from the incident details window.
  
• from the list of incidents.
  
• from the incident creation window in WDBal.
  Remark: Tags are automatically proposed, depending on the text of the message corresponding to the incident.

Filtering incidents using tags

1. Open the "Incidents" tab.
2. In the "Filter" section above the list of incidents:
   
   • Indicate the tag(s) to be taken into account.
   • Indicate the filter to be used by clicking the link.
3. The result is shown immediately.

Viewing the distribution of incidents by tag

1. Open the "Incidents" tab.
2. In the ribbon, in the "Management" group, click "Tags".
3. In the window that appears, go to the "Distribution of incidents by tag" tab.
   
   This window shows the distribution of incidents by tag, according to sort criteria. A context menu allows you to perform the following operations:
   • Hide tag.
   • Modify tag.
   • Display the list of incidents. In this case, a new "Incidents" tab will be opened in the Project Monitoring Center, containing only the incidents that have the selected tag.

• Assign tags,
• Author
• Set of incidents,
• Type of incident,
• Status,
• Private or public tags,
• Incidents without tags.