What are Tags?
Tags are labels you can apply to:
Projects
Documents
Issues
Other content
Use tags to:
Organize similar items
Enable quick filtering
Create custom categories
Improve searchability
Viewing Tags
Tag List
Go to Settings > Tags to see all tags.
Each tag shows:
Tag name
Color
Category (if any)
Usage count
Creating Tags
Add a Tag
Go to Settings > Tags
Click + New Tag
Enter details:
Name - Tag label
Color - Visual identifier
Category - Group for organization (optional)
Click Create
Quick Create
When tagging an item:
Start typing a tag name
If it doesn't exist, click Create "[name]"
The tag is created and applied
Tag Categories
Organize tags into categories:
Create a Category
Go to Settings > Tags
Click Manage Categories
Click + New Category
Enter category name
Click Create
Assign Tags to Categories
Edit a tag
Select a category from dropdown
Save
Applying Tags
Tag a Project
Open the project
Find the Tags section
Click Add Tag
Select or search for tags
Tags are applied immediately
Tag Multiple Items
Select multiple items (checkboxes)
Click Tag in the bulk actions
Select tags to apply
Apply to all selected
Filtering by Tags
Filter Projects
Go to Projects
Click Filter
Select Tags
Choose tags to filter by
View matching projects
Filter Other Content
Similar filtering available for:
Documents
Issues
Activities
Editing Tags
Go to Settings > Tags
Find the tag
Click Edit
Update name, color, or category
Save changes
Changes apply to all tagged items.
Deleting Tags
Go to Settings > Tags
Find the tag
Click Delete
Confirm deletion
The tag is removed from all items.
Merging Tags
Combine duplicate or similar tags:
Go to Settings > Tags
Select tags to merge
Click Merge
Choose the target tag
Confirm
All items move to the target tag.
Tag Colors
Colors help visually identify tags:
Choose from preset colors
Use consistent colors for related tags
Consider color-coding by category
Best Practices
Naming Tags
Use clear, descriptive names
Keep names short
Be consistent with naming style
Organizing Tags
Create categories for related tags
Limit the number of tags
Review and clean up regularly
Using Tags
Tag items consistently
Don't over-tag (3-5 tags maximum)
Use tags that aid filtering
Tag Maintenance
Review unused tags periodically
Merge duplicates
Update as needs change
Permissions
Managing tags requires:
View tags: Most users
Create tags: Members and above
Delete/edit tags: Administrators