Project Tags
You can categorize Tasks or Files by adding a Tag to them. This makes it easier to filter and search for them. The Tag will be represented by a color and a term that you specify.
Tags are usually project specific, meaning that a tag created in one project won't be visible in other projects unless it's a Universal Tag. Universal Tags are tags that are accessible across all projects and can be used to categorize Tasks and Files in any project.
Project Specific Tags:
To categorize tasks within a project, you can add Project Specific tags. These tags will only be visible in the project they were created in and cannot be accessed in other projects. Here's how to add a new tag:
- Open a task within your project
- Select the "Add Tags" option in the task detail pop-up
- Click "Add/Edit Tags"
- Give the tag a name and select a color
- Click "Done" to save the new tag.
Universal Tags:
Universal tags are tags that can be accessed and used across all projects in the platform. Only Super Admins have the ability to create and manage Universal tags.
To create a new Universal tag:
- Go to Project Settings (accessible via the gear icon in the top right corner)
- Select the Tags tab
- Click on the "+" icon in the Universal tags section
- Enter the name of the tag and select a color
- Click Create to save the new Universal tag.
To convert an existing Project Specific tag into a Universal tag:
- Go to the Tags tab in Project Settings (accessible via the gear icon in the top right corner)
- Select the Project Specific tags you want to convert in the All tags section
- Click on the blue forward icon between "All tags" and "Universal tags"
- The selected tags will now be converted into Universal tags and will be available for use across all projects.
Deleting Project Specific or Universal Tags
Deleting Project Specific Tags:
- Open a task in your Project where the tag is assigned
- Click on the "Tags" section in the task details pop-up
- Click on āAdd/Edit Tagsā
- Find the tag you want to remove and Click on the "Delete" button.
Deleting Universal Tags:
- Navigate to the Project Settings (click on the gear icon in the top right corner)
- Select the "Tags" tab
- In the "Universal Tags" section, select the tags you want to remove
- Click on the "Delete" button.
Note: When you delete a tag, it will be removed from all the tasks and files where it was assigned.