TD Tags

Permissions


Please Note: TD users can add existing or create new tags to an article, service page, or ticket (provided the form associated with the ticket includes the tags field), but only a global TD Admin can re associate tags. 

 

Description


Tags can be used to quickly group items with a descriptive keyword, and help users find related items of the same type, that do not live in the same place. They can surface items with the same tag in search on the Client Portal and Ticketing Application. You can also click on the tag within an article, service, or ticket to view other items that share the tag.

Currently, tags are supported for the following TeamDynamix components:

  • Knowledge Base Articles
  • Tickets
  • Service Requests
  • Questions
  • Card Walls
  • Waterfall Plan Tasks

For more information on Tags, including information for global admins on how to reassociate tags, click HERE (most of the content of this KB Article is taken from the article just mentioned).