Project tags - categorize projects and templates

Written By Miro Flemke

Last updated 5 months ago

What are project tags?

Project tags are colored labels that let you categorize your projects and templates. For example, by client group, department, project type, or status. Tags help you quickly keep track of multiple projects and filter them specifically.

Here’s how it works

Create tags

  1. Go to Project Tags in the navigation.

  2. Click on Create Tag.

  3. Enter a name (e.g., "Web Design," "VIP Client").

  4. Select a color.

  5. Optional: Add a short description.

  6. Save the tag.

Assign tags

You can assign tags individually or in bulk:

  • Single project: Assign as many tags as you like to a project.

  • Multiple projects at once: Select multiple projects and assign tags in bulk.

  • Templates: Assign tags to your project templates as well. When you create a new project from the template, the tags are automatically applied.

Batch processing

When assigning tags in batches, you have three options available:

  • Add: Adds the selected tags to the existing ones.

  • Remove: Removes the selected tags.

  • Replace: Replaces all existing tags with the selected ones.

Apply template tags to existing projects

When you change tags in a template, you can choose whether the change should also be applied to projects already created from that template.

Permissions

All team members can create, edit, delete, and assign tags. Tags are available team-wide—each team has its own set of tags.

Frequently Asked Questions

Is there a limit on tags?

No, you can create as many tags as you like and assign as many tags as you like per project.

Can I reuse the same tag name?

No, tag names are unique per team.

What happens if I delete a tag?

The tag is removed from all projects and templates to which it was assigned.

Can I also use tags for tasks?

No, tags are intended for projects and templates. Use custom fields for tasks instead.

Tips & Notes

  • Use a consistent color scheme (e.g., blue for departments, green for customer types) to make tags intuitively distinguishable.

  • Use tags in combination with time tracking—this allows you to analyze working hours by tag category.

  • Assign tags to templates in advance so that new projects are automatically categorized correctly.