Project tags label your projects and add context to them, such as Retainer, Website or a department. A project can have several tags. Because tags work across customers, they're a handy way to report on similar projects for different customers together.

A project has one category, but it can have any number of tags. Administrators manage every project tag in the account in Settings › Project Management Settings, under Project Tags.

Tag a project

  1. Open the project's settings from the ⋮ menu next to its name.

  2. On the General tab, click in Tags and choose one or more tags.
    To create a new tag, type its name and choose Create "…". It becomes an account-wide tag, like one added in Settings.

    The Category, Default Task Type and Tags fields on the General tab of Project Settings, with the empty Tags field reading Add tags…

  3. Click Save changes.

Tag names aren't case-sensitive: "design" and "Design" are the same tag.

To tag a project, you need to be able to open its settings. Administrators and Finance Managers can on every project, and Portfolio Managers on every project they're a member of. A Project Manager can on projects where their membership has Can Manage this Project's Settings ticked. See project settings.

Find projects by tag

  • All Projects: add the Project Tags column with Fields, then filter or sort by it. Searching the list finds tag names too.
  • Schedule: filter bookings and rows by Project Tags.
  • Reports: use the Project Tags filter in reports such as Timesheet Details, Timesheet Summary, Expense Details and Task List.

Manage all project tags

Only Administrators can open Settings › Project Management Settings.

  1. Go to Settings › Project Management Settings and find Project Tags. Use Search to find a tag.

  2. To add a tag, click Add Tag, enter a Tag Name and click Save. It's then available on new and existing projects.

  3. To rename a tag, click it to open Project Tag Details, change the Tag Name and click Save.

  4. To remove a tag, open it and click Delete. It's removed from every project that has it.

Each tag name can be used once. If you rename a tag to the name of another tag, the two merge: projects with the old tag get the other one. Project tags have no colour. For tags on tasks, see task tags.