Set case tags to efficiently categorise and organise cases within your environment. Create and apply custom tags to enhance case management. You can filter and update tags as needed.
How to Create and Add Tags
Navigate to Uniify → Cases.
Locate the case you want to create a tag for or add a tag to.
On the right side of the screen, click the “+” icon under the Tags section.
If you do not see this section, open the Case Info panel by clicking the blue right margin icon in the top-right corner.
A field will appear where you can enter the desired tag name.
To add multiple tags at once, separate tag names with commas.
5. Click the 'Add' button to create and apply the tags to the case.
How to Remove Tags from a Case
Navigate to Uniify → Cases.
Locate the case with the tag you want to remove.
In the Tags section on the right side of the screen, find the tag you wish to delete.
Hover over the tag, then click the “X” that appears to remove it from the case.
How to Delete Tags from Uniify
Navigate to Uniify → Settings.
Go to Case Tags.
Locate the tag you want to delete.
Click the trash can icon to delete the tag permanently.
Using case tags allows for efficient case organisation and easy retrieval of relevant cases through filtering and searching.
For further assistance, contact our support team at [email protected].