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Create and Manage Project Tags

Create, edit or delete Project tags

Gayathri Rajendiran avatar
Written by Gayathri Rajendiran
Updated yesterday

Project tags are words or phrases you can assign to projects for additional context. You can use project tags to:

The maximum tag length is 60 characters, and they can only contain letters, numbers, spaces, apostrophes (‘), dashes (-), underscores (_), and ampersands (&). Duplicate tags will not be accepted, but they are case-sensitive; both “budgets” and “Budgets” will be accepted.

Create a Tag

There are two ways to create project tags. The first is available for all admins:

  1. On the project page, use the Project tags field to select or type a project tag.

    The project tags field on a project page
  2. Once you type a tag and press Enter, the tag is added to your project and the Project Tags list.

  3. Select Save changes.

The second method is only available for Site Administrators:

  1. Expand Projects in the main menu and select Project Tags.

    The project tags option in the menu
  2. Select Create a tag.

    The project tags list with the create a tag button
  3. Enter your tag in the Tag name field and select OK.

    The tag name field

Edit or Delete Tags

Site Administrators can also edit or delete project tags. In Projects > Project Tags, Site admins can:

  1. View the complete list of project tags and use the search bar to Search by tag name.

  2. Select the arrows in the columns to reorder by Tag name alphabetically, by the number of tags applied to Projects, and by the Date Created.

  3. Select the number in the Projects column to see which projects a tag has been applied to.

    The tags list with projects pop-up
  4. Select the pen icon to edit the Tag name.

    The edit button for a project tag
  5. Select the bin icon to Delete a tag. Please note that this will permanently remove a tag from your site and all projects to which it was applied.

Too many project tags can be confusing and poor user experience. We recommend removing or updating tags that you no longer need.

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