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Planview Customer Success Center

About tags

A tag is a flag that can be added to entity records to create a custom collection of entity records.

To create a tag:

  1. Click Add > Insight > Tag.

To tag an entity:

  1. Access the entity record, for example, a system.
  2. In the Tags row, click Edit.
  3. Do one of the following:
    • If you know the tag name, enter it in the field.
    • If you do not know the tag name, click Add Tag by Browsing to view a list of tags.
  4. Select the tag, and then click Save.
  5. The tag is applied to the entity.

After you apply a tag to entity records, you can view all of the tagged entity records in the Tags entity view.

To view tagged entities:

  1. In the main menu, click Insight > Tags.

    The Tags entity view appears

  2. Select the tag in the list. You can scroll to view the tagged (related) entities.