Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to add tags to Projects, users will need Edit permissions for Projects
Adding Tags to Projects
When managing an overwhelming amount of active projects at once, tags can be a useful tool to organize and filter the projects you need to see.
Step 1: To do this start at the Dashboard
Step 2: Then switch to the list view by clicking the List View icon
Step 3: Select the checkbox on the top left corner to edit all projects in the list, or select the checkbox of each individual project
Step 4: Click on the Actions dropdown button and select the Bulk Edit option
Step 5: Search in Tag(s) to select an existing tag, and tap Submit to add tags to selected projects
Filter Projects by Tags
Filter your dashboard to view projects by their tag, helping you easily access the projects you need.
Step 1: Start by clicking the search icon
Step 2: Add Tags to filter by and click Apply to filter your dashboard view
Add other filters to the view, such as by project dates, managers, clients, etc.
View Tags within Projects
To see the tags in your Project, go to the Project's Settings menu and scroll to the bottom of the page on the info tab/page.
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