How to Use Project Tags

Goal

Enable the creation and application of Project Tags within the subscription. This allows individuals to easily identify specific projects using the unique identifiers when they log in and navigate to their Location/Team Dashboard. 

Creating Tags

Only Owners and Administrators within a subscription can create Project Tags. To begin, navigate to the Admin Page at the top of the screen, then locate Project Tags under the Miscellaneous Configurations section. Here, you will find all your existing Project Tags. To add a new tag, click the Add New button in the top right corner. You can then set up a tag name and choose custom background and font colors. You can add as many tags as you like on this page. When assigning tags to a project, please note that you can apply up to three tags per project.

How To Add Tags to a Project

Owners, Administrators, and Moderators with access to a project can add tags to it. Start by navigating to the Admin page at the top of the screen. Then, click on Multi-Team Projects and scroll through the list of project names to find your desired project. Click the actions menu (the three dots to the far right of the row) and select Edit from the menu. At the bottom of the drawer that appears, you’ll see a drop-down menu for Tags. Here, you can find the tags you created and add up to three per Project.

Owners, Administrators and Moderators who have access to a project also have the ability to create a tag directly from this drop-down menu. At the bottom, there is an option to add a new Project Tag. The tag you add here will also be added to your list of Project Tags under Admin > Project Tags.