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Manage Tags ​

Option required

Requires the COMMENT option to be enabled on the project.

Project-scoped tags are managed from a dedicated project screen. This feature covers the creation, renaming, and deletion of tags in both catalogs:

The two catalogs are independent: creating a tag in Operations does not create it in Preparation, and vice-versa. The workflow, constraints, and roles described below apply identically to both.

Objects used ​

Allowed roles ​

  • PROJECT_ADMIN
  • PROJECT_MANAGER

Other roles can use tags on their comments (create/edit comments with existing tags) but cannot create, rename, or delete tags.

Constraints ​

Create tag ​

  • Tag name is required and must be unique within the project (case-insensitive).
  • Initial comment count is 0.

Rename tag ​

  • New name must be unique within the project.
  • Existing comments keep their association (the tag is the same entity; only its label changes).

Delete tag ​

  • Deleting a tag detaches it from every comment that carries it.
  • The action is irreversible.
  • If the tag still has a non-zero comment count, a confirmation is required.

Workflow ​

INFO

Access to the project scope is automatically gated by the authentication profile check.