As a Project Admin, you compile the list of tags that everyone in the project can use in the project settings. You can use these tags to group stakeholders and contacts, in addition to using types.
There is one tag list per project. This means the same tags are available for both stakeholders and contacts. This ensures that everyone in the project uses the same structure and that the list remains clear.
Only users with the Project Admin role can create, edit and delete tags. Other users can only link tags to stakeholders and contacts.
How does it work?
Creating tags
- Open the project and go to Project settings.
- Select Tags from the menu at the top.
- Click Add tag.
- Give the tag a clear name.
- Click Add.
The tag is now in the list and immediately available to all users in the project, for both stakeholders and contacts.
Editing tags
- Go to Project settings > Tags.
- For the tag you want to edit, click Edit.
- Change the name and click Save.
The new name is immediately visible for all stakeholders and contacts to which the tag is linked.
Replacing tags
You can also merge tags or replace them with another tag from your list.
- Go to Project settings > Tags.
- For the tag you want to replace, click Replace.
- Select the tag with which you want to replace the tag.
- Click Replace.
Deleting tags
- Go to Project settings > Tags.
- For the tag you want to delete, click Delete.
- Confirm that you want to delete the tag.
Note: a deleted tag disappears from all stakeholders and contacts to which it was linked.
Tips for a good tag list
- Keep the list short and clear. A few well-chosen tags work better than many tags that resemble one another.
- Choose names that are clear to everyone in the project, including new colleagues.
- Agree with your team on what to use each tag for, so that everyone tags things in the same way.
- Choose tags that apply to both stakeholders and contacts, because it is one shared list.
Would you like to know how users apply the tags? Read the article Using tags for stakeholders and contacts.