Organizing Cases Using Tags and Milestones

Tagging gives you the ability to track a group of cases, or projects without having to continuously search for them.  It is an efficient way to keep up with and manage your cases and projects.

Once you have developed tags, you can choose where you want them to appear within your Dashboard. As you might expect, the Top Tags will appear across the top of your screen, and Right Column Tags will be just underneath the Search panel on the right column.

If you create a new tag and name it “Cases under NewClientWebsiteProject.com Project”, you can do related searches and save results to this tag. This technique will help you to easily track the status of cases per project.

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To create a tag, do the following:

  1. In the Tags panel of your Dashboard, click on the Manage tags and Milestones link.
  2. Click on the Add New Tag button on top of the new page. After doing this, a lightbox form will appear like the one shown here.
  3. In the Create a New Tag box, type the name of the tag that you are creating.
  4. Skip the Milestone Date box. (There’s a separate discussion for this below)
  5. Click on the Save Tag button.

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To tag cases under a particular project, do the following:

  1. In the Search panel, click on the Advance Search link. After doing this, you will be redirected to a new page.
  2. In the Project Name box, type the name of the project where the cases that you want to tag are located.
  3. Click on the Search button.
  4. Click on the Tag this result button.

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If you want to compile cases that are due within a particular time frame, you can make use of the milestone feature. Milestones are mostly used to mark significant deliverable dates or milestones throughout the life cycle of a project. For instance, if you know that you have a large deliverable coming up on November 25th, you can set a milestone in accordance with that date. Please note that you do not have to associate a Milestone date with every Tag, but it becomes extremely efficient to do so when you’re working under deliverables and deadlines. As you compile milestones, they become apparent in the Milestones section in the system, and also become documented on the two-fold monthly calendar on the right side of the screen to remind and provide you with an outlook on milestones in the near future.

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To create a milestone, do the following:

  1. In the Tags panel of your Dashboard, click on the Manage tags and Milestones link.
  2. Click on the corresponding Edit link.
  3. Click on icon_calendar icon to select the Milestone Date for the tag.
  4. Click on the Save Tag button.

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