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Tags in the Gantt Chart

How to use tags (or keywords) for tasks and show in the Gantt chart

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

Tags (or keywords) can be applied to Tasks so that they can be easily identified in searches under the All Tasks and Timeline overviews.

By applying tags, you can increase your search capabilities.

Tasks in a project can have tags associated to them in order to identify them. Below, you will see that a Task has the tag Plan associated to it.

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 in the Gantt Chart

Choose from the menu Plans and Timeline.

The overview will display all Gantt charts where the projects have been marked as a Favorite. In the top-left hand side, click on the Filters button, and you'll see the Tags field:

In the Tags field, you can select an existing tag (defined in the Tags settings) to filter the tasks. In this example, the tag Plan has been used. When the tag is selected, a Filter active button appears indicating which filter has been applied. By clicking on the X of this button, you will remove the filter. You can also click the Clear button to remove the filter(s):

Important: When selecting multiple tags from the list, the filter will execute the search using the AND condition. For example: "Plan" AND "Scan". This also applies when using the Resources filter (below the Tags filter): "Eli Ulrich" AND "Sally Field".

Click the Apply button to execute the search on the selected tag.

In the background, the Gantt Chart overview will only display the projects matching the tag. The project will expand to show the task(s) matching the tag Plan. To see the timeline for the tasks, you can click on the Zoom to fit button:

By default, all the projects will be displayed in the order they were created. If you want to only see the project related to the tags/resource in the filters, then you simply need to click on the header of the Start column. This way, PSOhub will sort by date and these entries will appear at the top of the Gantt Chart unless they don't have any start date.

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