Project Tags help you categorize and contextualize your projects for better organization, reporting, and strategic alignment. This guide explains how to assign, create, and manage Project Tags within your Waterfall projects.
Understanding Project Tags
Project Tags allow you to:
Group projects by initiatives, business objectives, or custom categories.
Improve searchability and reporting across your workspace.
Align projects with organizational goals.
Assigning Project Tags
You can assign tags to your project from within the project’s settings:
Open Project Settings
Navigate to your Waterfall project and select Project Settings.
Go to the Project Tags Tab
Click on the Project Tags tab.
Select Tags
Review the list of available tags.
Check the boxes next to the tags that are relevant to your project.
Save Your Selections
Click Save to apply the selected tags to your project.
Creating or Deleting Project Tags (Main Settings Panel)
Project Tag creation and deletion are managed centrally to ensure consistency:
Navigate to Main Settings
Go to Settings > Project Tags from the main menu.
To Create a New Tag
Enter a New Tag Title and an optional Description.
Click Add Project Tag to add it to the list.
To Delete a Tag
Find the tag you wish to remove in the list.
Click the Delete button next to it.
Edit Tag Titles or Descriptions
Make changes directly in the tag list fields.
Click Save Tags to apply your updates.
