Within Teamwork, you can use project specific tags to help manage and organize your projects and project items.
Note: Project specific tags are available on the per-user Premium/Grow plans and above.
You can create, edit, merge, and view project specific tags from both your site settings and within individual projects.
To manage project specific tags in a project, go to the project’s Settings area and select the Tags tab.
In the Tags area, you can search existing tags by name, sort the existing tags list, and create new tags.
Note: Owner company administrators and project administrators have access to manage tags within an individual project.
Creating a project specific tag
To create a new tag for your project, click the green Add New Tag button in the top right corner. In the New Tag modal, you can add a tag name and select a color.
The Project Specific toggle will be enabled by default and can not be removed. Any tags created in the Tags area of a project will be specific to that project.
Editing a project specific tag
To edit an existing project specific tag, select the tag from the list to highlight it. An options menu will become visible to the right of the search box.
Click the edit pencil icon to amend the tag name, change color, or make the tag available to all projects.
Note: Once available to all projects, the tag will be removed from the previously-associated project’s Tags area.
Merging project specific tags
If you select more than one tag from the list, you will see the pencil icon change to allow you to merge those tags.
Selecting the merge icon allows you to combine all selected tags into one single tag. You will have the option to name this new tag before merging.
Once merged, the overall count of the individual tags will appear on the newly created one.
Project items using the old merged tags will now be tagged with the new tag.
Using a project specific tag
When applying a tag to any project item, the tags dropdown will open with all of your existing tags. Any project specific tags for the project you are in will be listed first, with your remaining tags available below.
Click the Hide option to only display project specific tags in the dropdown.
Filtering project specific tags
When filtering certain project items within a project, you can select All Tags at the bottom of the dropdown to view your project specific tags first.
The dropdown will update to pin any existing tags specific to the project at the top, followed by tags available to all projects.
Viewing tagged items
To view project items using certain tags, select the relevant tag(s) to highlight them then click the magnifying glass icon from the options menu.
You will then be taken to the advanced search area, populated with a list of any project items using those tags.
Deleting a project specific tag
To delete a tag, select the tag to be deleted. From the options menu, click the trash can icon. A popup modal will appear asking you to confirm the deletion of the selected tags.
Note: Once a tag is deleted, it will be removed from any associated items.
For more information, see: Managing Tags