Users, categories and time entries can be tagged with one or more free-form text values. This allows a kind of categorization or grouping and can be used as a search filter in reports and the Edit Time Entries window.
For example users can be tagged by job function, location or employment type. Categories can be tagged by priority, team, system or task type (such as "phone" or "meeting") as a kind of cross-categorization. Time entries can be tagged by status or task type.
Free Form Entry
Tags are entered as comma separated values. Spaces within tags are allowed and treated as one tag value, such as the tag "support team". The spaces must be used consistently to avoid defining two similar but different tag values. See the following section for use of the tag selection window. Spaces between multiple comma separated tags are optional and ignored.
Example tagging with a single value:
billable
high pri
internal
Example tagging with multiple values:
billable, high pri
production system, internal
high pri, meeting, low risk
Selecting Previously Used Tags
At the end of each tag entry field is a tag selection button. Selecting the button opens the tag selection window which lists all previously used tags of the selected type (user, category or time entry) in alphabetical order. Selecting tags in this way helps to improve consistency by reducing typing errors and avoiding the use of multiple values for the same tag.
Any currently entered tags will be pre-selected in the tag list. To select a range of tags select the first tag and then hold the shift key and select the last tag. To select tags not adjacent to each other hold the control key when selecting them. Tags may be selected and de-selected. When the OK button is selected all tags that were selected from the list will be used in the tag entry field.
User Tags
User tags can be set when adding or modifying users.
Category Tags
Category tags can be set when adding or modifying categories.
Time Entry Tags
Time entry tags can be set when adding the time entry on the main tracking window or when adding or modifying time entries from the Edit Time Entries window.
Searching and Filtering by Tags
Tags can be used in searching for time entries in the Edit Time Entries window and to filter time entries in the Reports window. To search and filter by tags you must first tag the appropriate items with one or more tag values.
To search or filter by tags enter one or more comma separated tag values. You can also use the tag selection window to conveniently select the tag values. Only items matching the tag values entered will be included in the search or report.
Note that searching and filtering will match any tag value entered (value 1 "or" value 2 "or" ...). For example, if the tag values entered were "low pri, small" then any item with tag values matching either or both "low pri" or "small" will be included.
Excluding by Tag
To exclude items matching the entered tags prefix the tag list with either the word not or the character !.
Example Tag Filters
Tag Filter |
Result |
billable |
Include only items with tag "billable" |
billable, high pri |
Include only items with tag "billable" or "high pri" |
not billable |
Include all items except those with tag "billable" |
!billable |
Include all items except those with tag "billable" |
not billable, high pri |
Include all items except those with tag "billable" or "high pri" |
!billable, high pri |
Include all items except those with tag "billable" or "high pri" |
See also: