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 “Add/Edit Tags”
  

  

   
• 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.