Tags are used to categorize your working time. For example, if you work on a complex task that includes several minor sub-tasks, you can add tags denoting the specific sub-tasks you've been working on.
Tags can be created, edited, and deleted only by the account’s Administrator or Owner.
In the Account drop-down list, choose Tags.
Click New Tag and enter the desired tag in the highlighted empty field.
Press ‘Enter’ or click the tag name you just wrote.
To edit a tag, double-click the tag name, type in a new name, and press Enter.
To delete a tag, click ‘•••’ next to the tag name, click Delete and confirm the deletion.
Adding tags on the fly
The Allow creating tags on the fly option is enabled by default in the account settings. When you work with external systems such as Trello, Asana, Jira, GitHub, GitLab, Pivotal Tracker etc., the TMetric extension pulls tags from external tasks and creates them in your TMetric account. If this option is disabled, then these external tags are mapped to the existing tags in your TMetric account instead.
Tags are added to a time entry as extra information. Time entry tags may be used later to filter data in a report.
You can attach a tag to a time entry using the time entry editor. Click the Select Tags field and choose one or more required tags.
Moreover, the Allow creating tags on the fly option lets you create tags directly in the time entry’s editor window. This option can be disabled in the account settings.
Tags in reports
Tags are visible in the ‘Tasks Summary’ and ‘Detailed’ reports. They can be seen displayed next to tasks like on the picture below:
When preparing a report, you can filter tasks by tags. Click the Tag filter and select the necessary tag(s) from the drop-down list. Then click Apply Filter.
Work type is an extended type of tag, which can be utilized to improve project management. Work types are used in the time tracking process to mark a certain type of work you perform for your client and, unlike the usual tags, they come with an attached billable rate. Therefore, work types allow users to have multiple billable rates per project.
As with usual tags, work types can only be created and edited by an account’s Owner or Administrator. In TMetric, specific work types can be attached to each team member according to this person’s role. For example, software developers would get a coding work type as a default one, while QA engineers would get testing.
Once selected, this default work type will then be automatically assigned (unless overridden) to every time entry logged by the corresponding person from this point on. Account owners or administrators can assign default work types for employees in the ‘Edit Member’ tab of each specific project member.