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Assigning project tags to your consultation
Assigning project tags to your consultation
Make use of project tags to make searching and grouping of project participants simple.
Vishwas Prasad avatar
Written by Vishwas Prasad
Updated over a week ago

Project tags allow you to assign keywords or themes to your projects in order to help you organize your project participants and group them together. Tags are usually words that describe the categorization of your project. These are sometimes key priority areas of your organization or business unit, or they can be as simple as keywords that help identify the nature of your project. ie. Water Pricing, Roads, Budget Review, etc.
Note - This project tag is automatically assigned to a participant who registers to the project and to the participants who engage in the project activities (like commenting in a Forum, or responding to a poll) when logged into the site.

So these tags are useful when searching and creating groups of participants with the Participants page as detailed in the latter part of this article. 

A tag can be given to a new project when you first set up the project details, or you can follow the below steps to edit the project description to add tags at any time.

1. Click on the Projects button on the left and select the respective project. 

2. Once on the project page, enter a tag of your choice in the field "Project tags". 


3. Once you enter and select the tag, click on the save button. You can add any number of tags by simply pressing the enter button after adding one tag. 


4. These tags are very useful to create groups of participants by the project. Since participants who have engaged in your project or registered to the project automatically pick up this project tag, you can use this project tag to search for these participants in the Participants page to create a group for them.

Note -

  1. We can also use tags to download project reports.

  2. If you are a site admin, you can edit or delete Project tags

To learn more about creating groups of participants using filters, read through our resource on Creating a group of participants using filters 

Contact our support team if you need any further assistance via chat or email support@engagementhq.com

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