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.
Tag lists allow you to standardize your timesheet reporting. They can be used to track the phases and activities of a project:
Note: You can add multiple tag lists to a project, but keep in mind that you can only add one tag to each time entry.
Tag lists are comprised of individual tags that allow you to track the granular detail of what you work on within a specific project phase or task.
They're a really simple way of drilling further down to see how users spend their time:
Note: Deleting a tag list in Settings > Tags will remove the tag list and included tags from any associated entries. Archive a tag or tag list instead if you want to remove it from Timely while still being able to report on it.
Applying tags to an entry
After creating a new tag list within your global Tag settings, you need to add it to projects so users can start applying tags to their entries. Only the tag lists you add to a project will be visible to your team when the go to log a time 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. "Ideation" in the “Stage” tag list):
After adding that tag to the tag list, head to the project and update by adding the new tag to the list:
The next time you add a new entry, you’ll be able to use that tag on your 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:
Reporting using tags
Can I edit tags by users within my workspace?
Right now in Timely, tags can only be managed by project or within the global tag management system in Settings.
Can I apply rates or budgets to a tag?
Rates and budgets only apply to users and projects respectively within Timely but if this is something you’d like to see in Timely, please send us a feature request for our team to consider! 😃