How do I create a hierarchical tag?

A hierarchical tag lets you set values at different levels. This article describes how to create a hierarchical tag.

1. Click Tags

Click Tags
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Tags.

2. Click Add New Tag

  • Click Add New Tag.

3. Enter Tag Information

Enter Tag Information
  1. Enter tag information.
  2. Select the Hierarchical check box.
  3. Click Add Tag.

Name: A name for the tag. All tag names in a given context must be unique.

Description: Text that describes the tag’s purpose (optional). If you enter text in this field, the tag will appear with a yellow underline and users can hover over the underlined tag name to view the description text.

Administrators: Search for and select users or groups that will have permissions to edit your tag (optional). Only users or groups with the Tag Administration Context permission can be selected for this field.

Hierarchical: If selected, lets you set values at different levels. For example, a Location tag might list cities under their respective states/provinces, and states/provinces under countries. This feature also allows you to report hierarchically. For example, you might generate a report where selecting USA as the location returns all projects whose locations include USA, California, Texas, Seattle, Miami and Boston.

Alerts & Event Logging: If selected, any changes to this tag will notify subscribers about the change as well as create an entry in the work's history.

Required (default): If selected, users will have to set a value for this tag when they create an object that uses it.

Associate Colors: Enables the color column for the tag’s values. If a tag value is subsequently associated with the color green, for example, when that value appears in the Dashboard, its cell will have a green background.

Locked (default): Specifies whether a tag can be edited. If selected, the work item’s Edit details page displays the tag as read-only. This setting can preserve current tag settings.

Apply Permissions: This option is only applicable if the tag is associated with people (see People option below). If the tag is attached to user profiles, the Apply Permissions option specifies whether the tag is subject to user permissions settings. Specifically, if Apply Permissions is selected for a user profile tag, only users with the user permission Edit Tags will be able to edit its value. If Apply Permissions is not selected for a user profile tag, any user with the user permission Edit will be able to edit the tag’s value.

Allow multiple values: Enables multiple selections from the tag’s drop-down list. For example, a Cities tag might allow selection of multiple cities.

Associate with: Specify what the tag should be associated with. Note: A tag cannot be associated with a Status Report; whereas, a custom field can be.

  • Messages: A tag can be associated with risks and/or issues. Select which items you would like to associate the tag with.
  • Documents: A tag can be associated with documents. Select the check box to associate the tag with documents.
  • People: A tag can be associated with users, groups, resource pools or resource qualifications. Select which people you would like to associate the tag with.
  • Work Types: A tag can be associated with work. Select which objects you would like to associate the tag with.

4. Click Add / Update

  • Click Add / Update.

5. Define Parent Tag Values

  1. Define the sequence and name of your parent values.
  2. Select the check box in the locked column in you want your parent values locked. These values can be viewed, but cannot be selected.
  3. Click Update values.

6. Click Update

  • Click Update.

7. Add Tag Values

  1. Enter tag values.
  2. Select parent values from the Parent drop-down menu.
  3. Specify a sequence for each parent/child tag value set.
  4. Click Update values.

8. View Tag

  • View the newly created hierarchical tag.

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