With tags, you can classify, group, and search for projects, accounts, and contact persons in list views and reports. Adding tags to the desired item is done on the account, contact person, or project cards or in their list views. Depending on the settings and permissions, a tag is either selected from options defined by the admin or a completely new one is added. You can use shared or separate tags for accounts, projects, and contact persons.
Permissions: Admin
PSA packages: All
Tag settings
Feature settings > Tags
Set the basic options using the toggle button:
- whether to use separate or shared tags for accounts, projects, and contact persons
- whether new tags can only be created by the admin user in settings, or also by other users directly on the account, contact person, or project card.
Add tags from settings
- Click the Add tag button.
- Name the tag.
- Assign it to the desired type (account, contact person, or project) if separate tags are used for these.
- Ensure that the tag is active.
- Save by clicking the green button in front of the row.
Disabling tags
Archiving a tag
If a tag is no longer needed for new items, it can be archived by clicking the toggle button in the Active column. The tag moves to the Disabled view, from which it can be reactivated if necessary. An archived tag remains on the cards it was previously selected for, but it can no longer be selected on account, project, and contact person cards.
Completely removing a tag
An unnecessary tag can be completely removed by clicking the trash can icon to the left of the tag. The removed tag will disappear from all cards it was previously selected for, and it cannot be restored.