Tags provide a way to group projects (or companies) specific to the workflow.
- Up to 25 tags can be added per project/company
- Tags can be shared with colleagues under the same license (via Groups).
- Colors can be chosen for the tags.
New tags are added on-the-fly; create them as they are used (it is not necessary to create them prior to tagging).
A tag can be added (or removed) anywhere the tag ribbon is visible, on a project or company record. The tag ribbon is the light blue row labelled ‘Tags’ on the left side of the Project or Company compact view and reports.
In the Compact View or Report Page:
Click on the tags ribbon > enter tag name in the ‘Add Tag’ > Press Enter (to create the Tag Pill) > click the Save Tags button to save the tag.
Tag Rules:
- Maximum of 16 characters per tag
- Letters and numbers only.
- All lower case (uppercase will be automatically converted).
- As text is typed, existing tags that match will list below. Pick an existing tag or simply finish typing the new tag.
- Click the x in the tag pill anytime to remove a tag (untag) from the record.
- Tags can also be applied from the List view, adding them to single or multiple projects/companies at a time.
Important
Once a tag has been removed from all records, it will no longer exist.
A tag can also be deleted on the My Tags page (My Tools > Tags > click the check-box next to a tag then select Delete at the bottom of the page).