Knowledge Base

Within Teamwork.com, you can manage all of your tags via your site settings. 

Click your profile icon in the bottom left of your site and select Settings from the pop-out menu. 

Note: Only site administrators in the owner company have access to the site settings. 

In the settings area, go to the Tags subsection. 

You will see a list of your existing tags that are accessible across all projects, as well as any project specific tags. For each tag, you will see the tag name, color, and the number of items the tag is currently associated with. 

To search for specific tags, use the search field in the top left corner. You can also sort the tags by count, name, color, or date last updated.

To create a new tag, click the green Add New Tag button in the top right-hand corner. 

In the New Tag modal, you can set a tag name and color for the tag.

Note: HubSpot is a special reserved tag for the Teamwork.com HubSpot integration. Therefore, "HubSpot" cannot be set as a tag name by anyone on your site.

To make the tag project specific, toggle the option in the bottom right. Once enabled, you can choose the project the tag is to be associated with from the dropdown menu. 

Note: It is not possible to have a project specific tag with the same name as a site-level tag. 

To convert a tag to a project specific tag, select the tag you would like to convert from the All Projects area. 

Once highlighted, click the edit pencil icon located to the right of the search bar. In the Edit Tag modal, toggle on the Project Specific option at the bottom.

You can then select the project you would like to associate the tag with from the project dropdown menu, as well as amend the tag name and color.

To make a project specific tag available across all projects, select the tag you wish to convert from the Project Specific area. 

Once highlighted, click the edit pencil icon located to the right of the search bar. Select the the Available on all projects option at the bottom of the modal, then click Save changes. 

When you select multiple tags at once, you will see the pencil icon update to a merge option allowing you to combine the selected tags into one new tag.

You can add a name for 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.

Note: Tags from different projects can only be merged into a site-level tag. 

To view the project items associated with certain tags, select the relevant tags from the list to highlight them, then select the search icon at the top of the page.

You will be taken to the advanced search area, populated with a list of any project items using those tags.

To delete one or multiple tags, select the tags to highlight them then click the trash can icon at the top of the page.

A pop-up modal will appear requiring you to confirm deletion of the selected tag(s). 

Note: Once a tag is deleted, it will be removed from any associated item(s) it had been applied to.