Creating & Adding Tags

 

This feature allows Portal Admins to create a set of custom tags and apply tags to projects. Only the following users can add tags to a project: Portal Admins, Managers, and users who have been granted admin access to the project.

1. Portal admins can go to the Admin>Settings.

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2. Scroll to the bottom and enter the new tags. Click on "Add tag".

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3. You can delete a tag by clicking on the blue x and clicking on "Delete" on the pop up.

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4. After you have added your tags, you can now add these tags to projects/work. Click on the 3 dots and then hover the mouse over "tag project with:". To add tags, the user must either have admin access to the project, or be an Admin or Manager user.

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5. Click on the tag you wish to add to the project.

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6. The tag will appear highlighted yellow. If you want to remove the tag click on the blue x.

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Bulk tagging and bulk removal of tags

 

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