Tagging projects

Create tags to classify and filter projects.

How it works

You can create tags to classify projects. Once you create a tag, it is applied to the relevant project. You can then use the tags to filter projects on the Projects homepage.

If there are no projects associated with an existing tag, the tag is automatically deleted.

Example

Tagging projects

Scenario

You want to classify different projects in your organization, and easily filter for projects based on business functions.

Process

You add tags to the applicable projects:

Tag Project names
Operational
  • Vendor Lifecycle Management
  • Business Operations Performance Management
  • Health & Safety Audit
Compliance
  • Application Systems Operational Risk Monitoring
  • IT Compliance Issue Management
Internal Audit
  • SOC Audit - Technology Service Organization
  • IT General Controls Review

Result

The tags are applied to the projects, and you are able to filter the projects by the specified tags.

Permissions

Project Admins and Project Creators can create and apply tags to projects.

Add tags

  1. Open the Projects app.

    The Projects homepage opens.

  2. Click beside a project.

    The Project Details side panel opens.

  3. Click the Tags field, enter a name for the tag, and press Enter.

    If the tag already exists, you can select it from the list. You can apply multiple tags to one project, if required.

  4. Close the side panel when you are finished.

    Result The tag or tags are created and applied to the project.

  5. Optional. Repeat steps 2-4 to add tags to additional projects.

Filter projects

  1. Open the Projects app.

    The Projects homepage opens.

  2. Click the Tags dropdown list.
  3. Select the tag that you want to filter by.

    Result The projects are filtered by the specified tag.

Remove tags

Note

To rename an existing tag, you must remove the tag from all projects and then add a new tag with the new name.

  1. Open the Projects app.

    The Projects homepage opens.

  2. Click beside the project that is associated with the tag you want to remove.
  3. Click the next to the tag you want to remove, and close the side panel when you are finished.
  4. Optional. Repeat steps 2-3 to remove tags from additional projects.

    Result The tags are removed from the project.