Use Tags

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Tagging is a way to group or identify collections of work items. It provides all team members the ability to logically group and filter user stories, defects, defect suites, test cases, and tasks. Tagging is one way teams can identify work items as part of feature initiatives or projects that may span multiple timeboxes.

Using tags includes the following:

Manage tags

Inside the editor windows of defects, defect suites, test cases, and user stories, the Tags field is located under the Name field.

Create new tags

To create a new tag:

  1. Inside a work item editor window, click the Choose Tags drop-down. A text field displays.
  2. Enter the name of the new tag into the text field.
  3. Click the (create new) hyperlink underneath the text field. The tag is now available for use, and displays with a checkbox next to it.

Or...

  1. Inside a work item editor window, click the Choose Tags drop-down.
  2. Click New Tag. A pop-up text field displays.
  3. Enter the new tag name, and click Save. The tag is now available for use, and displays with a checkbox next to it.

Find existing tags

If the tag you want to apply to your work item already exists:

  1. Inside a work item editor window, click the Choose Tags drop-down.
  2. Begin typing the name of your tag. A case-insensitive search will be performed while you type, and matching tags display below the text field.

Assign tags

Once you have located your tags in the editor window:

  1. Select the checkbox next to the tag name, and click Apply. The tag name displays next to the Tags field.
  2. Click Save.

Remove tags

To remove an existing tag from a work item:

  1. Inside a work item editor window, click the Choose Tags drop-down.
  2. Assigned tags display underneath the heading Selected Tags.
  3. Deselect the checkbox next to the tags you want to remove.
  4. Click Apply. The tag name no longer display next to the Tags field.
  5. Click Save.

If you want to remove a tag from the workspace so it is no longer a selection when editing work items, your administrator must archive or delete the tag.

Use tags in custom views

Tags are available as filter parameters in custom views to allow you to filter for specific tags on summary pages. This is useful for creating views that only show work items tagged as part of your feature initiative or project.

Note: Filters on tags are currently available with the contains operator. If you are unsure of your complete tag name, entering a partial name will show any tags that match. Rally will also search for matches while entering text into the filter parameter field.

Tags custom view

Bulk tagging

Bulk tagging allows you to quickly apply the same tag to multiple items.

Note: Bulk tagging is currently available from the Backlog page, and the Custom Grid app.

To add or remove tag for multiple backlog items:

  1. Select the checkbox for the items that you want to tag or untag. The gear gear menu menu switches to bulk edit mode.
  2. Click the bulk edit mode gear menu and select Tag.
  3. On the Bulk Tag editor, select an existing tag, or create a new tag by typing the tag name in the search field and clicking Create New.
  4. Click Apply to add the tag to the selected items.

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