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    on the top right corner of the page.
  2. Click Portal Configuration and select Project and Budget tab.
  3. Navigate to Project Settings and toggle Enable Tags setting.
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. Add a module (project, milestone, task list, task, issue, or a status).
  2. Navigate to Tags in the add form.
  3. Enter the tag name and click .
  4. Add or submit the module from the form.

Associate a Tag

While creating or editing a module

  1. Navigate to Tags.
  2. Enter the tag name and hit enter or return key.

While viewing a module (list screen):

  1. Open the required module.
  2. Navigate to Tags column and click .
  3. Enter the tag name and click Save.

Dissociate a Tag

While editing a module:

  1. Navigate to Tags.
  2. Click    to dissociate the tag.

While viewing a module (list view):

  1. Open the required module.
  2. Navigate to Tags  column.
  3. Click the drop-down beside the tag.
  4. Click   on the required tag.
  5. Click Save.

Edit a Tag

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

Remove a Tag

  1. Click on a tag (while editing a module or from a list view). It will take you to the search page.
  2. Click the drop-down on the tag's name in the top band.
  3. Select the Remove option to clear tag from search results.

Delete a Tag

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

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training



                      Zoho DataPrep Resources

                        Zoho DataPrep Demo

                        Get a personalized demo or POC

                        REGISTER NOW


                          Design. Discuss. Deliver.

                          Create visually engaging stories with Zoho Show.

                          Get Started Now











                                              • Related Articles

                                              • Project and Budget

                                                Manage Project and Budget settings such as project ID, tags, project percentage completion, enabling budget, budget threshold and overrun alerts, and budget auto-update frequency. Project Settings Prefix & ID Click in the top navigation panel. ...
                                              • Task Reports

                                                Task reports view provide a consolidated view of all the tasks in a project based on their status, milestone, priority, owner, and completion percentage. Benefits: Get the task count based on completion percentage View each user's tasks by percent ...
                                              • Project Budget

                                                Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...
                                              • Other File Operations

                                                Zoho Projects multiple operations on your files. Right click on the file to open up more options. Benefits: Add tags and access related files. Update the latest version of file with new version number. Download files in the required format. Add Tag ...

                                              Resources

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                              Webinars

                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                              CRM Tips

                                              Make the most of Zoho CRM with these useful tips.



                                                Zoho Show Resources