Tags help you organizing your cards by different criteria. Setting tags allows you to make information visible at first sight and easily search or/and group together cards by the given criteria.
How to set a tag?
There are two ways to set a tag on the card:
1. Set a tag from the card context menu
Open the Context menu of the card -> Click on Tag -> type a tag in the Set Card tags window -> Click on the Set Tag button.
2. Set a tag from the card details
Open the card by clicking on the ID or double click on the card ->go to the Tags field (below the Deadline field) and type the tag -> Click on Update card.
Note: If you use more than one tag, separate them by a comma.
How to edit or delete a tag?
1. Edit/Delete a tag by clicking on the tag icon (< >) at the closed card view.
This option works, if the card already contains at least one tag and you have configured your card view to show tags.
Click on the tag icon (< >) -> Edit/Remove the card tag -> Click on the Set Tag button
2. Edit/Delete a tag from the card details
Open the card by clicking on the card ID or double click on the card -> Go to the Tags field in the card details -> Edit/Remove the tag -> Click on the Update card button.
3. Edit/Delete a tag from the context menu
Open the Context menu of the card -> click on Tag -> Edit/Remove the tag ->click on the Set Tag button.
How to search for cards by tags?
When you use tags, you can easily search for your cards from the Board Filter or the Advanced Search.
1. Searching for cards from the Board Filter
Open the Grid menu at the top right side of your board interface and click on the Board Filter.
Go to the Tags field (below the Color field) -> Set your criteria as Tags is/is not/contains or does not contain -> Apply the filter by clicking on the check mark next to it.
A filter will be applied and the cards meeting your search criteria will be displayed on the board. To bring back your initial board view - Reset the filter.
2. Searching for cards from the Advanced Search
Open the Advanced Search Panel by clicking on the magnifying glass at the top right of your dashboard.
Click on Refine search criteria.
Select and add: "Tags" from the Refine search criteria panel.
Define if the tag: is/is not/contains or does not contain -> Type the tag name -> Click on the Search button.
The cards meeting your search criteria will be listed in the Advanced Search results.