Project tags help categorise and organise your projects, making it easier to find and manage them. Custom tags allow you to filter projects based on specific criteria, improving efficiency and collaboration. Tags are an important tool for keeping projects organised and accessible.

Note: If a Project was shared via Resource Request, only the Owner Client (relying party who owns the Project) can manage the Project Tag.

Add a Project Tag,

Go to the Projects section in the left panel. Hover over the project name, click the ellipsis icon (...), and select Tags.

In the Edit Project Tags window, type the tag name and select it from the options. Repeat to add multiple tags.

Click Save to apply the changes.

The tag will now appear beside your project’s name.

Remove a tag from a project,

Navigate to the Edit Project Tags window by hovering over the project name, click the ellipsis icon, then select Tags.   Click the X next to the tag you wish to remove and click Save.

Search for Projects by Project Tag

You can easily search for projects by tag using the search bar on the main Projects screen.

Enter the tag name in the search bar on the main Projects screen. Click the tag in the search results to view all projects associated with it.

Updated 25 February 2025 07:21