Overview<\/h3>\n\nTags<\/strong> in TopTeam<\/i> enables you to organize, group, filter and search set of records in Project(s).<\/p>\nYou can create Tags<\/i> in TopTeam. <\/i>For this, ensure that you have sufficient permissions to create Tags <\/i>in your Project(s). <\/span>Once permissions have been granted, you can create Tags <\/i>in TopTeam<\/i>.<\/p>\nYou can also view Tags<\/i> included in your Projects or in the Global Project using List \/ Tree editor.<\/span><\/p>\nThis article describes steps for:<\/p>\n
1. Including Tags<\/i> record type into Projects<\/span>
\n2. Granting permissions for creating Tags<\/span><\/i> and tagging records<\/span>
\n3. Creating Tags<\/i>
\n4. Viewing Tag<\/i> Tree \/ List<\/p>\n<\/div>\n<\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/span><\/li>\n
- TopTeam Users<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n
1. Including Tags record type into Projects<\/h3>\n\nFor more information on including record types, refer to the article<\/span> Adding\/Removing Record Types from TopTeam Projects<\/a>.<\/p>\n<\/div>\n<\/div>\n\n2. Granting permissions for creating Tags and tagging records<\/h3>\n\nYou must have permissions to create Tags<\/i> and tag records. You need to contact TopTeam Administrators<\/i> for granting you the required permissions.<\/span><\/p>\n<\/div>\n<\/div>\n\nStep 2.1. Grant permissions on Tags record type to Project Team Members<\/h3>\n![\"media_1529328526500.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
<\/div>\n\nFor information on assigning roles to Project Team Members<\/i>, refer to the article Assigning Roles to Project Team Members<\/a>.
\nFor information on granting privileges to Roles, refer to the article Granting Privileges to Roles<\/a>.<\/p>\n<\/div>\n<\/div>\n\n3. Creating Tags<\/h3>\n\nYou can create Tags<\/i> at System-wide and Project level:<\/p>\n\n- System-wide level – <\/strong>Tags <\/span><\/i>created at System-wide level<\/strong> can be used throughout the system irrespective of Projects<\/i>.<\/span><\/li>\n<\/ul>\n
\n- Project level <\/strong>– Tags <\/span><\/i>created at Project level<\/strong> can be used only in the Projects <\/i>for which they are defined.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n
3.1. Creating Tags at System-wide level<\/h3>\n<\/div>\n\nStep 3.1.1. Open Repository Explorer, select Tags record type<\/h3>\n<\/div>\n\nIf you select “_Global_<\/strong>” Project, Tags<\/strong> created under this project will be called as System-wide Tags<\/strong>.<\/p>\nFor further steps, refer to Step no. 3.2.2.2. <\/i>and Step no. 3.2.2.3.<\/i><\/p>\n<\/div>\n<\/div>\n\n3.2. Creating Tags at Project level<\/h3>\n<\/div>\n\n3.2.1. From the Tags tab<\/h3>\n<\/div>\n\nStep 3.2.1.1. Open a record, for example, Use Case.<\/h3>\n<\/div>\n\nNOTE:<\/strong> By default, Tags<\/strong> tab will be displayed in the detail editor.<\/p>\n<\/div>\n<\/div>\n\nStep 3.2.1.2. Enter a name of the Tag<\/h3>\n<\/div>\n<\/div>\n\nStep 3.2.1.3. New Tag window opens<\/h3>\n<\/div>\n<\/div>\n\nStep 3.2.1.4. Newly created Tag has been added to the Project<\/h3>\n<\/div>\n\n
Tags<\/strong> in TopTeam<\/i> enables you to organize, group, filter and search set of records in Project(s).<\/p>\n You can create Tags<\/i> in TopTeam. <\/i>For this, ensure that you have sufficient permissions to create Tags <\/i>in your Project(s). <\/span>Once permissions have been granted, you can create Tags <\/i>in TopTeam<\/i>.<\/p>\n You can also view Tags<\/i> included in your Projects or in the Global Project using List \/ Tree editor.<\/span><\/p>\n This article describes steps for:<\/p>\n 1. Including Tags<\/i> record type into Projects<\/span> For more information on including record types, refer to the article<\/span> Adding\/Removing Record Types from TopTeam Projects<\/a>.<\/p>\n<\/div>\n<\/div>\n You must have permissions to create Tags<\/i> and tag records. You need to contact TopTeam Administrators<\/i> for granting you the required permissions.<\/span><\/p>\n<\/div>\n<\/div>\n For information on assigning roles to Project Team Members<\/i>, refer to the article Assigning Roles to Project Team Members<\/a>. You can create Tags<\/i> at System-wide and Project level:<\/p>\n If you select “_Global_<\/strong>” Project, Tags<\/strong> created under this project will be called as System-wide Tags<\/strong>.<\/p>\n For further steps, refer to Step no. 3.2.2.2. <\/i>and Step no. 3.2.2.3.<\/i><\/p>\n<\/div>\n<\/div>\n NOTE:<\/strong> By default, Tags<\/strong> tab will be displayed in the detail editor.<\/p>\n<\/div>\n<\/div>\n
\n2. Granting permissions for creating Tags<\/span><\/i> and tagging records<\/span>
\n3. Creating Tags<\/i>
\n4. Viewing Tag<\/i> Tree \/ List<\/p>\n<\/div>\n<\/div>\nWho should read this?<\/h3>\n
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1. Including Tags record type into Projects<\/h3>\n
2. Granting permissions for creating Tags and tagging records<\/h3>\n
Step 2.1. Grant permissions on Tags record type to Project Team Members<\/h3>\n
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\nFor information on granting privileges to Roles, refer to the article Granting Privileges to Roles<\/a>.<\/p>\n<\/div>\n<\/div>\n3. Creating Tags<\/h3>\n
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3.1. Creating Tags at System-wide level<\/h3>\n<\/div>\n
Step 3.1.1. Open Repository Explorer, select Tags record type<\/h3>\n
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3.2. Creating Tags at Project level<\/h3>\n<\/div>\n
3.2.1. From the Tags tab<\/h3>\n<\/div>\n
Step 3.2.1.1. Open a record, for example, Use Case.<\/h3>\n
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Step 3.2.1.2. Enter a name of the Tag<\/h3>\n
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Step 3.2.1.3. New Tag window opens<\/h3>\n
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Step 3.2.1.4. Newly created Tag has been added to the Project<\/h3>\n
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