Using tags

Tags allow you to give project elements additional context and a dynamic way of categorizing project elements with any terms you need, so that you can easily filter your views and use them find them when searching. 

It is possible to tag the following elements:

  • Activities
  • Participants
  • Budget items
  • Expenses
  • Reports
  • Groups
  • Folders
  • Documents

Tags are added to elements using the edit option in the sidebar.

Follow the instructions below to learn how to use tags.

Create and add tags to elements

1

Open a sidebar by clicking on an element or by using the 'Edit' icon in the end of an element row.

2

At the bottom of the sidebar, click into the tags field and enter the tag. Then click  +Add ... or press Enter on your keyboard. A new tag is created and added to the element.

Tip: When typing the tag name, you will see a drop down menu of existing tags with similar names. Select a tag from the drop down if you are looking to add the task to an existing tag.

Note: Tags must consist of minimum three characters.

3

Click Save button at the bottom of the sidebar.

Remove tags from elements

1

Open a sidebar by clicking on an element or by using the 'Edit' icon in the end of an element row.

2

At the bottom of the sidebar, in the tags field click X at the tag to remove it.


3

Click Save button at the bottom of the sidebar.

Using tags to search elements or filter views

Searching in data tables

You can filter a data table with the search function in the header to see only the elements with a particular tag applied. This is useful to filter the current data table for elements of one type with the tag applied.

1

Open the data table view for an element type.

2

Add the 'Tags' column to the table by clicking + symbol and ticking 'Tags' in the drop down. Column 'Tags' is added to the table.


3

In the search field of 'Tags' column header type the tag you want to search for. The table is filtered by it.

Note: You can also filter by more than one tag at a time by entering several tags as search terms. This will show you all elements that have those tags.

Using global filters

You can use tags as a global filter to see only the elements with a particular tag applied throughout the entire project. This is useful to filter the entire project work space for any element type with the tag applied.

1

Click Add Filter at the top right corner to open the global filter modal window.


2

Next to 'Tag' open a list with all tags existing in the project by clicking the arrow on the right side, select one or several tags by clicking on them, and then click anywhere outside of the list. 

Tip: To find tags faster, simply start typing them in the search field.

  • To remove your selection of tags and finish your search with these tags, click clear selection.


3

Click Apply to apply a filter with the selected tags. 


4

The filter is applied and now you can see only those elements that have at least one of those tags that you put in the global filter.

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