Managing Tags

How to Add a Tag

1. Navigate to Setup > Tags.
2. Click the Add button (+) in the toolbar.
3. Enter a unique name for the tag in the Name field.
4. Click Add to confirm.

Note: The Name field is required. If you try to add a tag without a name, you will see the message "This field is required." If the name already exists, you will see "This tag already exists."

How to Edit a Tag

1. Navigate to Setup > Tags.
2. Double-click the tag you want to edit. The Edit tag dialog opens.
3. Update the name as needed.
4. Click Update to apply your changes.

How to Delete a Tag

1. Navigate to Setup > Tags.
2. Right-click the tag you want to remove.
3. Select Delete from the context menu.

How to Add a Tag to a Task

1. Navigate to Scheduling and select the task you want to tag.
2. Open Task Details and go to the General tab.
3. Click the tags field and select the tag you want to assign.
4. To remove a tag from the task, click the ✕ next to the tag name.

Tactplan Schedule - Plans_Setup - Tags (2.4.0)