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Home > Time and Materials > Setting Up T&M Tags
Setting Up T&M Tags
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Riskcast allows you to set up tags for T&M tickets to better classify and organize your costs. 

 

  1. Go to your organization's home page by clicking the organization icon  in the top right corner. 
  2. Go to the tag manager by clicking the Tags icon on the left side of the screen. 
  3. Go to the T&M option. You can find information about setting up tags for timecards here (NOTE: create link and publish this when the other tag article is fixed). 
  4. Click the green plus button to create a new tag. Create a tag ID, name, and code, and choose the color. 
  5. Click Save. 
  6. Go to your Time and Materials module. 
  7. Open the ticket list by clicking the ticket icon  on your desired project. 
  8. Click the green pencil icon  to edit the ticket you would like to change. 
  9. Click the Tags dropdown menu. This will allow you to choose the tag(s) that you would like to apply to the ticket. 
  10. Click Back to save. The tags will be applied to the ticket. 

 

 

Questions? Contact [email protected] and we will be in touch with you. 

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