Adding tags to requests

Why is this important?
Request tags are an incredibly flexible way to track groups of requests, segment your reports and analyze demand on your product at a granular level.

You can add as many tags to each requests as you'd like, and you can view them in:

  • The "Reports" tab. Request tag filters are "sticky" so you can compare and contrast an endless combination of tags.
  • You can also view your groups of features under the "Browse" tag.

Apps & Product Areas

Remember to use Apps & Product Areas for top level segmentation of your requests. Your visitors and teams will select which Apps & Product Area their feedback relates to at the point of submission. Your teams & visitors can then narrow down the data that most interests them by applying Global Filters across the Feedback app. Read more about Apps & Product Areas here.

Request tags will be manually applied by your teams for a much more granular and flexible view of your feedback data. Read on to find out how they are used, and check out our Overview on Tagging for some best practices around this feature.

Note that Apps are always visible to your visitors. Product Areas can be customized to allow only your teams, or teams & visitors to see them. Tags are only visible to your teams.

Manually adding tags to requests

Just open a request and click "Edit".

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In the "Tags" field, start typing your tag name. Hit enter to create each tag. Any existing tags will be auto populated as you start typing:

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To bulk edit, head to Browse and select the relevant requests. You can then click the drop-down menu and select "Bulk Edit Tags".

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You can then either remove tags by clicking the crosses next to them, or you can add tags by typing in the box.

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Tag categories

Don't forget you can use categories to organize your tags. Simply use the formula:

CATEGORY:TAG

And your tags will automatically be grouped by category on your reporting + browse pages (instead of being held in the "other" category):

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Removing tags 

When a tag is no longer in use (tied to a request), it will "disappear" from your account. So to delete or edit a tag, just remove all references to it.

Importing tags

When you import your csv backlog, you can set the tags field and import them in bulk. Learn more here.