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
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.
Adding Tags to Projects
In Dashboard, select the List View by clicking the appropriate icon in the top right of your screen
Select the checkbox on the top left corner to edit all projects in the list, or select the checkbox of each individual project
Click on the Actions dropdown button and select the Bulk Edit option
Under the Actions dropdown button, select the Bulk Edit option
Check the Tags option under your list of Bulk Edits
Select the Tag(s) you want to apply and click "Save"
Filter Projects by Tags
Filter your dashboard to view projects by their tag, helping you easily access the projects you need.
Start by clicking the search icon
Add the Tags you want to filter by and click Apply to filter your dashboard view
Add any 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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