Sep 28, 2021
Riskcast allows you to set up tags for T&M tickets to better classify and organize your costs.
- Go to your organization's home page by clicking the organization icon
in the top right corner.
- Go to the tag manager by clicking the Tags icon on the left side of the screen.
- 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).
- Click the green plus button to create a new tag. Create a tag ID, name, and code, and choose the color.
- Click Save.
- Go to your Time and Materials module.
- Open the ticket list by clicking the ticket icon
on your desired project.
- Click the green pencil icon
to edit the ticket you would like to change.
- Click the Tags dropdown menu. This will allow you to choose the tag(s) that you would like to apply to the ticket.
- Click Back to save. The tags will be applied to the ticket.
Questions? Contact [email protected] and we will be in touch with you.