Tags allow you to easily categorize plan items and quickly filter to those items. In addition, you can run reports in Analytics to see trends across items with the same tag or set of tags.
Tags are flexible and can be used in addition to Custom Project and Task Fields to add context to your work without affecting priority. You may wish to add tags to certain items to group them instead of physically placing related tasks into a container.
Any member can use tags to easily add context to plan items in a free-text format.
You can expose Tags as a column on the Projects tab.
Tags can be used to categorize items without affecting prioritization.
Tags added to containers are inherited by all the plan items within the container, including nested containers such as packages, project folders, or sub-folders.
removing a tag from a container removes the tag from all plan items within the container.
once a tag is inherited, it can’t be removed from a plan item unless that item is removed from the container.
Tags are added and managed directly from an individual item’s edit panel. Blue tags have been applied directly to that specific item. Gray tags are the inherited tags that have been applied to a container holding that item.
Tags can be added in the Planning section of the edit panel.
Click “Add Tag”
Type the new tag name and press Enter
When entering the tag name, you will see a drop down menu of frequently used tags with similar names. Select a tag from this menu if you would like to add an existing tag.