Project Tags

A Tag is a way of categorizing a task or a by type, represented by a colour and term. 

Typically many people use Tags as a way to filter Tasks/Files by adding Tags to a task or a file. This way, it’s easy to do advanced searches and filter them just the way you like.

Generally, Tags are project specific. If you create a tag in a project, that tag won't be shown in other projects unless it's a Universal tag. Universal Tags are global tags which can be accessed throughout all projects.

Adding tags

Project Specific tag

Any tag added from a project will be project specific and cannot be accessed in other projects. 

To add a new tag,

  • Navigate to a project
  • Open a task in a project
  • Select Tags in task detail pop-up
  • Click on 'create new tag'
  • Give a name to that tag and select a colour
  • Click on create.

Universal Tags

Super Admins can either create new Universal tags or convert existing project specific tags in Universal tags from Projects settings.

Creating a new Universal tag

  • Navigate to Project Settings (Click on Gear icon on right top)
  • Select the tags tab
  • Click on Add icon in Universal tag section

To convert existing tags into universal tags:

  • Navigate to tags tab in Project Settings (Click on Gear icon on right top)
  • Select project specific tags in All tags section (which you want to move to Universal tags)
  • Click on the blue forward icon between 'All tags' and 'Universal tags'
  • All selected tags will be converted into Universal tags and can be used across all projects.

Deleting tags

Deleting Project Specific tags:

  • Navigate to that project 
  •  Open a task in that project
  • Open Tags in task detail pop-up
  • Click on the edit icon on that tag 
  • Click on delete.


Deleting Universal tags:

  • Navigate to Project Settings (Click on Gear icon on right top)
  • Select the tags tab
  • In Universal tags section, select any tag
  • Then click on delete.

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