Assigning Tags to Projects

Tags make it easier to organize, filter, and manage projects efficiently.

 Prerequisite:
Only users with Admin, Manager, or Project Manager roles can assign tags to projects.

Method 1: Assigning Tags from the Project List

1. Go to the Projects section.
2. You will see a list of all projects.
3. Select one or more projects you want to assign tags to.
4. Click the blue Actions button.
5. Choose Manage tags.
6. A list of available tags will appear.
7. Select one or more tags to add or deselect tags to remove any that were previously assigned.
   • If you need a new tag, click Create new tags at the bottom of the list, enter a name, select a color, and click Save.
   • For more details, see the Manage Tags.
8. Click Save. The selected tags will be assigned to the chosen project(s).

Method 2: From the Project Workspace

1. Go to the Projects section.
2. Select the project you want to assign tags.
   This method allows you to manage tags for an individual project.
3. On the right toolbar, click the Project Information icon (ℹ️).
4. In the panel that opens, scroll to the bottom-right. This section displays the Project information along with the Project tags:
   • If no tags are currently assigned, you will see Add Tags.
   • If tags are already assigned, click Edit Tags to update them.
5. A list of available tags will appear.
6. Select or deselect tags as needed.
7. Click Save — your changes will be applied instantly.

✅ Tip:
Using tags consistently helps you quickly find and group related projects in your workspace.

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