Creating, Editing & Adding Tags

 This feature allows Portal Admins to create and edit 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.

For more information on how to bulk add/remove tags or add tags from the project view page, see: Bulk tagging and bulk removal of tags.

1. Portal Admins can go to Admin>Settings.

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2. Scroll to the bottom and enter the new tag(s) in the box. Click on "Add tag".

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3. To edit an existing tag, click on the pencil icon to the right of the tag name. Enter the new name in the box and click save.

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4. You can delete a tag by clicking on the red bin to the right of the tag name and clicking on "Delete" on the pop up.

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5. After you have added your tags, you can now add these tags to projects/work. In the project, click on the 3 dots on the right and then click on "Tags...". 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 box next to the tag(s) you would like to add and click Done.

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6. The tag(s) will appear highlighted yellow, on the left underneath the project information. If you want to remove the tag click on the blue x.

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