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Tagging a case

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You can associate a tag with a case. A lock is not required to tag a case. You can tag a case regardless of the case's current status.

  1. Open a case by searching for it or clicking a case ID in your worklist.

  2. Access the case and click the Tags icon. The Manage Tags dialog displays.

  3. Select from the list of existing tags or type a new tag, and then click the Add Tag button. The tag appears in the Associated Tags list.

    To delete a tag from a case, click the Delete button associated with the tag you want to remove. This deletes the link from the tag to the case; it does not delete the tag from the database table. See Pega-EndUserUI agent.

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