Team tagging
The team tagging feature allows you to add custom tags to teams. This allows you to filter team lists and cross-team reports, thereby generating filtered team reports along organizational lines. This is useful if you want to show reports for teams by Program Manager, Tribe, Department, Location or Product.
Team tagging is an Enterprise Plan only feature.
A tag is defined as an identifier designed to describe a specific detail of your team.
- Team tags can be added at any time via the TAGS field for each team by the Team Admin.
- A team can be allocated multiple tags.
- Tags can be added to new or existing teams.
- Tags are case sensitive and alpha-numeric.
- Your last filtered report view will be saved for future reference.
If you are an enterprise client with a large number of teams that require tagging, please contact us if you would like us to bulk tag your existing teams.
Create and Assign tags
To add tags to your team:
- Navigate to the account TEAMS tab and select the team to you wish to tag.
- Click on SETTINGS tab and then TEAM tab.
- Enter the detail of the tag(s) into the TAGS field. Create a new tag or choose from an existing one.
- Click SAVE CHANGES to update the team profile and save the tag/s.
- The saved tag will appear in the TAGS drop-down menu for future use. Tags can also be added in the TAGS field when creating a new team.
Filtering by tag (Team List)
Tags can be used to filter your teams list on your account TEAMS tab.
- Select your TEAM TAGS from the FILTER option. You can have more than one tag selected.
- The list will then be filtered to show the relevant results.
Filtering by tag (Report)
On the account level, navigate to the INSIGHTS tab.
Choose any sub-tab depending on the specific metrics you would like to see.
- FILTER to display and select the tags of interest.
- The filtered results will then be applied across all insights tabs.
- TeamRetro will retain your last saved filters when you next log in.
Deleting Tags
How do I delete a tag from the drop down menu?
Navigate to the team(s) SETTINGS —> TEAM tab currently using that tag.
REMOVE (x) the tag from all the team profiles associated with that tag.
Tags that are no longer in use or associated with a current team will no longer appear in the drop down menus.
How do I delete a tag from a team?
Simply go into the relevant team and delete the tag from the TAGS field.
