Tags | Online Help | Zoho Projects

Tags

Tags help to reference modules in search and filters. Enable tags and associate them with projects, milestones, task lists, tasks, issues, forums and status.

Enable Tags

  1. Click   in the upper-right corner.
  2. Click Portal Configuration > Project and Budget tab.
  3. Navigate to Project Settings and toggle Enable Tags.
Tags is enabled by default. You can view the existing tags in filters, reports and custom views to find the relevant modules.

Create a Tag

  1. Create any module (project, milestone, task list, task, issue, or a status (ensure that you have selected a project when adding a status)).
  2. Navigate to Tags in the add form.
  3. Enter the tag name and press the Enter or Return key .
  4. Add or submit the module.

Associate a Tag

While creating or editing a module
  1. Open the module's details page.
  2. Navigate to Tags.
  3. Enter the tag you want to associate.
  4. Press the Enter or Return key.
While viewing a module (list screen):
  1. Open the required module.
  2. Navigate to Tags column.
  3. Enter the tag you want to associate.
  4. Select the tag if it already exists.
  5. Press the Enter or Return key and click Save.

Remove a Tag

While editing a module:
  1. Open the module's details page.
  2. Navigate to Tags.
  3. Click  to dissociate the tag.
While viewing a module (list view):
  1. Open the required module.
  2. Navigate to Tags column.
  3. Click  beside the tag.
  4. Select the Remove option.
  5. Click Save.

By removing a tag, you are only removing it from a specific module. The tag will not be deleted permanently.

Edit a Tag

  1. Open the module's details page.
  2. Navigate to Tags.
  3. Click on a tag (while editing a module or from a list view). It will take you to the search page.
  4. Click  on the tag's name in the top band.
  5. Select the Edit option and make the required changes.
  6. Click Save.

Delete a Tag

  1. Open the module's details page.
  2. Navigate to Tags.
  3. Click on a tag (while editing a module or from a list view). It will take you to the search page.
  4. Click  on the tag's name in the top band.
  5. Select the Delete option.
  6. Confirm your action.

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