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Tags in projects

How to use tags (or keywords) for projects

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Updated 29th December 2023

Tags (or keywords) can be applied to Projects so that they can be easily identified in searches for many reasons, for example:

  • Project sub-types

  • Currency

  • Region

  • Project Manager

By applying tags, you can increase your search capabilities.

Below, you will see that a Project has the tag Subscription and US Dollars associated to it, to identify the project.

A tag(s) can be created on the fly by simply typing the keyword and pressing Enter to accept it, or selecting an existing keyword(s) from a list based on the Tags settings:

Filter on tags

Choose from the menu Projects. The overview will display all projects. When you click on the Filters button, the Tags field is featured:

In the Tags field, you can enter an existing tag (defined in the Tags settings) to filter the projects. In this example, the tag subscription has been used. You can enter the tag name and click the Search button. To exit from the filter, simply click the Reset button:

The Projects overview will only display projects matching the tag. Close the Filter by clicking the Filters button:

Search with tags

In the Projects overview, you can also leverage the Search for finding projects with tags.

Based on the example above, you can search on the tag Subscription. Enter the tag in the Search field and press Enter:

Below, a partial tag of Sub for "subscription" has been entered and any matching results will be displayed:

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