Manage Site-Wide Tags

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

Click your profile icon in the top right corner 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. 

Profile menu

In the settings area, go to the Tags subsection. 

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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.

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All projects

Tags that can be used across all projects and project items on your site will be listed at the top of the Tags area, under All Projects.

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Project specific

Tags associated with an individual project will be grouped by project, under Project Specific. A project specific tag will only be accessible to the project it is associated with.

✔  Available on Grow and Scale subscriptions 1

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Creating a tag

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

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

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. 

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

Converting a tag to a project specific 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.

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Making a project specific tag available to all projects

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. 

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Note: To change the project associated with a project specific tag, the tag must first be converted back to a site-level tag.


Merging tags

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.

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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. 


Viewing tagged items

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.

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

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Deleting a tag

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

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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. 

Manage Project Specific Tags

To manage project specific tags in a project, go to the project’s Settings area and select the Tags tab. 

Note: Owner company administrators and project administrators have access to manage tags within an individual project. 



In the Tags area, you can search existing tags by name, sort the existing tags list, and create new tags. 





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, project-specific tags will be listed first followed by any site-level tags.



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. 


1. Also available on legacy subscriptions: Premium, Enterprise.