How can I add tags to cases?

Hummingbird provides the ability to tag cases for quick identification

Setup

To use case tags, you must first create some within your organization's settings area. To do this, follow the instructions here.

Usage

On the Canvas

Tags can be added to cases by clicking the button within the case header. The tags defined within the organization's settings are available for selection or deselection.

On the Dashboard

  • Enable the Case Tags column to view tags

  • Type a tag name in the search bar to see all reviews in cases carrying that tag

  • Use in filters to return reviews in cases carrying that tag

Using the API

Case tags can be added, removed, and retrieved beginning with the v2024-09-04 version of the API. Usage documentation is here.

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