Using tags
Tags add extra context to workspace items, letting you categorise them with any terms you choose. This makes it easy to filter your views and find items when searching. You can tag:
- Activities
- Participants
- Budget items
- Expenses
- Reports
- Groups
- Tasks
- Folders
- Documents
- Create and add tags to items
- Remove tags from items
- Finding items by tag
- Tags in bulk editing and imports
- Deleting a tag from the workspace
Create and add tags to items
- Open an item in the sidebar by clicking on it or on its Edit icon, then scroll down to Tags and click the +.
- Pick an existing tag from the list, or type a new name and click Add New "..." (or press Enter) to create it.
Tip: As you type, matching existing tags appear in the list so you can reuse one instead of creating a duplicate.
- Click Save at the bottom of the sidebar.
Remove tags from items
- Open the item in the sidebar and scroll down to Tags.
- Click the x on the tag to remove it.
- Click Save.
💡 Note: You need at least Edit rights to the item's section to add or remove its tags.
Finding items by tag
Filtering a table
- Open the table view and, if needed, add the Tags column using Table Settings.
- Click the dropdown in the Tags column header and tick one or more tags; the table is filtered to items with any of those tags.
Using the Filter button
On Workplan, Participants, and the Budget and Expenses tables, you can also filter by tag across the whole view.
- Click Filter at the top right to open Filter options.
- Next to Tag, pick one or more tags, then click outside the dialog.
- Click Apply.
Tags in bulk editing and imports
Select several items in a table and open bulk editing to set tags on all of them at once. You can either add the tags you pick to each item's existing tags, or switch on Replace existing tags to overwrite them instead. See Mass update or delete items.
When importing activities, participants, budget items, or expenses, you can map a column to Tags. Separate multiple tags in that column with a comma. See Importing into EMDESK.
Deleting a tag from the workspace
Open Settings › Customization and scroll down to Tags. All tags used in the workspace are listed.
- Click a tag to rename it, then click Save Tag. The new name applies everywhere the tag is used.
- Click the x on a tag and confirm with Delete to remove it permanently from all items it's attached to.