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Using tags for stakeholders and contacts

  • Updated

Tags allow you to group and organise stakeholders and contacts in your project. You link a tag to a stakeholder or contact, for example to indicate which theme, area or interest they belong to. This makes it easy to find out who belongs together.

The Project Admin creates one list of tags in the project settings. You always choose from this list, and use the same tags for both stakeholders and contacts. Missing a tag? Ask your Project Admin to add it.

How does it work?

Adding a tag

  1. Open the stakeholder or contact you want to tag.
  2. Go to the Tags field.
  3. Click the pencil icon to edit and choose one or more tags from the list.
  4. Click away from the screen. The changes are saved immediately. 

The tags are now visible for the stakeholder or contact.

Adding a tag to multiple stakeholders or contacts at the same time

  1. Select one or more stakeholders or contacts using the checkboxes on the overview pages. 
  2. A menu appears at the top of the overview page to perform a bulk edit for the selected items. 
  3. Click the label icon (Edit tags) and select the desired tag(s). 
  4. Click away from the screen. The changes are saved immediately. 

Removing a tag

  1. Open the stakeholder or contact.
  2. In the Tags field, click the cross next to the tag you want to remove.
  3. Click away from the screen. The changes are saved immediately. 

The tag is removed only from this stakeholder or contact. The tag itself remains in the project’s list.

Filtering by tags

  1. Go to the overview of stakeholders or contacts.
  2. Open the Tags filter.
  3. Choose the tag or tags you want to filter by.

You will now only see the stakeholders or contacts with the selected tag.

Good to know

  • You can only choose from the tags created by the Project Admin. You cannot create new tags yourself.
  • You can link multiple tags to one stakeholder or contact.
  • If the Project Admin changes the name of a tag, you will automatically see the new name everywhere.

Are you a Project Admin and want to manage the tag list? Then read the article Managing tags for stakeholders and contacts (Project Admin).