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How Do We Utilize Tags?

  • October 9, 2023
  • 3 replies
  • 181 views

hmezza
Contributor
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We notice that we can add tags to tickets and have been tagging tickets for later reference. How do we find tickets that have been tagged in certain ways?

Best answer by Erica

Hello @hmezza! We utilize Tags for our Microsoft Repair ticket processing.

You can find tickets that have been tagged by creating a “New View” under the Tickets tab and then click on add Filter > Workflow Filters > Tag, and then search for the Tag name. Hope this helps! 

3 replies

Erica
Contributor
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  • Contributor
  • Answer
  • October 9, 2023

Hello @hmezza! We utilize Tags for our Microsoft Repair ticket processing.

You can find tickets that have been tagged by creating a “New View” under the Tickets tab and then click on add Filter > Workflow Filters > Tag, and then search for the Tag name. Hope this helps! 


bclark
Mentor
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  • Mentor
  • October 9, 2023

We use tags for filtering, either in custom views or based in a rule. If rule based consider having the rule remove the tag as the final step unless you want it to be able to fire again.


Kathryn Carter
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  • Community Manager
  • October 10, 2023

@hmezza Thank you for submitting your question to our community! 😄

@Erica @bclark Thank you both for commenting your solutions here. Your knowledge is valuable to the community!