Adding Tags to Projects
Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

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 Add Tags to Projects option
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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.

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