Creating and Utilizing Tags

Guide Overview

The following guide is designed to give Incident IQ administrators a detailed overview on the following topic(s):

  • Creating and deleting tags
  • Utilizing Tags through using rules
  • Filtering tickets by the tag filter

Guide Index

You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index simply use the Return to Index link located at the end of any section.

    1. Creating and Deleting Tags
    2. Creating Rule for Tags
    3. Filtering by Tags

Creating and Deleting Tags

You may want to add tags to your different types of tickets that are submitted. Administrators have the ability to create Tags for tickets. Begin by clicking on Administration > Tags on the left navigation bar.

Next in the New Tag field type in the name of the Tag. Next click the + button to add the Tag. You can edit the name of the tag and delete the tag with the icon to the right of each tag. 

Creating Rule for Tags

To add the tags to tickets you will need to create a rule. To do so, begin by clicking on Administration > Rules on the left navigation bar. Here you will create a rule for to add or remove a tag to a ticket. Click on the + Create New Rule button. Name the rule and add a filter for ticket. Next add the action for the tag (add or remove).

Tip: For a more detailed guide on managing rules, please use refer to the following help article here


Under the Tickets tab you can filter the tickets by their tags. Click on the filter button at the top right corner. Then search for the word Tag in the pop up window. Select which tag you would like to filter by. 

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