Tags and Filtering Basics

Tags and filtering are useful for organizations that have a high volume of checks. Create tags to filter checks in your Dashboard, so you can quickly access your most important checks.

Tags let you group checks based on what makes sense for your workflow.

Here are a few examples of how one might set up tags:

    • Tags based on the time of day they are accessed (morning, evening, etc.), for faster review
    • Monitor several domains, with tags to group by client, business entity or domain/website name
    • Competitive intelligence (group by your domains, competitor types, etc.)

The following tutorial assumes you’re logged in to your Uptime.com account.

Creating Tags

Go to Monitoring, then click Add New followed by Manage Tags. The Manage Tags pop-up box appears.

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Type the tag name into the empty field. As you add tags, a new field will appear underneath to enter the next one, as shown in the above example.

Clicking on the grey box to the left of the text field allows you to assign a color to your tag. The image below shows the Manage Tags pop-up box with the color palette open. You currently have 12 color options for your tags.

Be sure to click the Save button when finished.

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Adding Tags to a Check

You can add a tag to any check type. You have to create tags before you can add them to a check. The Tag field appears in the middle of the Basic screen (will add an arrow or another highlight to show the usual location) when adding or editing a check.

If the field is not there, then no tags have been set up. You can continue adding the check and add tags after the check is completed.

For existing checks, there are two ways to add tags. Go to Monitoring>Checks>Actions drop-down menu and click on Edit Check. Add tags and click Save.

When you select checks on the main screen in Monitoring>Checks, a More drop-down menu appears. Choose Select Tags from the Drop-Down menu. This allows you to assign the same tag to multiple checks at a time.

 tags-filtering-4a.png

When you choose the Select Tag option from the drop-down menu, the Assign Tags pop-up box appears. If you need to add additional tags, select the Manage Tags button to add new tags or delete ones that no longer apply.

assign-tags.png

Filtering Views

If you have multiple checks and only need to look at certain ones, you can use tags to filter your view on the Checks page to give you quick access to only the checks you need.

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  • Go to Monitoring>Checks
  • In the upper right-hand corner, click on the All Tags drop-down menu and select the tag you would like to see. The checks page will then display only the checks with your selected tag

Use Case: Web Development Company

In addition to site monitoring, Uptime.com checks could be used to ensure a site is working properly. Many web development companies also offer additional services including hosting and maintenance, which could include site monitoring like Transaction (Synthetic Monitoring) or Global Uptime checks.

Web development companies should use tags to filter by customer, allowing them fast access to all checks related to a particular domain.

A company could set up a unique tag for each customer, then view everything related to that particular customer at-a-glance.

Another option is to create a separate tag for projects in progress, which allows the company to check on sites currently under development and spot and correct problems before the website goes live.

Other Use Cases

Tags are not just for web developers. Their function is flexible enough for any company to organize their checks.

Here are some other use cases for tagging in Uptime.com:

  • Affiliate marketers with multiple domains
  • Web hosting companies that offer managed site monitoring services for customers
  • Managed IT service companies
  • Freelance web developers responsible for site maintenance
  • Computer security specialists working with cloud-based services, apps and network storage
  • Data centers responsible for multiple servers can tag checks based on their equipment name or ID