Tags are great organizational tools and can be used in many different ways. We mainly use them to track different project phases, tasks, and sub-projects.
Admin level users can manage Tag lists and tags from the Tags page in Settings.
- Click on Settings from your left-hand side menu bar
- Select Tags in the top menu bar (fourth from left)
Create a new tag list
Tag lists are great ways to standardize reporting across your projects. Just set one up and add the tags you want people to attach to their entries.
- Hit the green "Create New Tag List" button
- Give your list a name
- Click the green button "Add Tag" or "Cancel" if you change your mind
- You made a tag list!
*Now that you've named your list, create or select the tags you want to include.
- Click the green "Add Tag" button
- Give your Tag a name
- Select an emoji (great for quickly identifying the tag you're using)
From there, just click the green button "Add Tag" or "Cancel" if you need to make a change.
Tags are great for seeing how long different project phases take e.g. the tag "Bugs" under the tag list "Programming", or the tag "Sketching" under the tag list "Design."
Add, edit, and delete as many tags as you want right from the Tags page.
Edit tag lists and tags
If you need to edit the title of a tag, no problem-o. Just click on the name of the tag list and you'll be presented with a free text box. Type your new name and hit enter:
Tags can be rearranged within tag lists. Just click a tag using the arrow buttons and drag to rearrange.
*While tags can be rearranged within a tag list, a tag cannot be moved to a separate tag list.
Adding tags to an entry
When you create a new tag list from the tag management page, you'll first need to add that tag list to the project you'd like to log hours to. If project-specific tag lists are not added to the project, you will not see an option to tag your entry.
When writing a note for your entry, use the "tab" key to select an existing tag from the checkbox list. Don’t see the tag you want to use? Just click "Manage Tags" to add more (e.g. "Activity"):
The next time you add a new entry, you’ll be able to use that tag on this project:
An entry can have as many tags as you want (depending what tag lists you allow on each project).
*Note: You can only select one tag per tag list. If you want to be able to use multiple tags, you should create multiple tag lists.
Use the tag search bar if you can't find what you're looking for:
Other Related Questions:
Where can I see all the time I've logged for each tag?
All hours logged on a tag can be viewed in the Reports section. Learn more on how you can generate a report on your tags.
Can I bulk update several hours with a tag in one go?
Absolutely! Bulk updating your hours is great for when you need to apply a particular tag to many hours for several different users all at once. We've got two great articles on how you can update entries from within a project or using report templates to help set you on your way! 🚀
*You can also bulk delete hours if you need to. We recommend that you use this feature carefully, since once you delete hours you cannot get them back!