Project tags in Workzone are colorful, descriptive labels that are attached to projects in order to classify and organize them. They make it easy to color-code and locate work, improve collaboration, ensure consistency, and provide valuable insights.
Setting up and editing tags
On this page, you can determine how tags will display by making one of three selections:
To delete a tag from Workzone altogether, click the x icon that appears next to a tag's name when hovering over the name with your cursor, then click OK in the confirmation box. Renaming a tag or changing it's color is done by clicking the pencil icon that also appears on hover or the "swatch" rectangle under the COLOR column.
In the Edit Tag overlay, click and edit the text in the Tag Name field or change the color by clicking the "swatch" rectangle and making a new selection. Click the Save Changes button when done.
Tagging a project
Tags can be placed on new or existing projects. For new projects, an Administrator will need to initially check the Tags box on the Fields to Display page in settings. Once enabled, when creating a project, the name of one or more tags can be entered or selected using the Tags field, shown here:
For existing projects, tags can be implemented using the Edit tags link, found in the details tray of a project or by clicking the three vertical dots (︙) to the left of a project's name in the main Projects view:
In the Edit Tags overlay that appears, you can enter or select one or more tags in the Tags field, then click the Save button.
When implementing tags, you can also add new tags into Workzone if they don't already exist by clicking the Create new tag link shown above, then entering the details of the brand new tag in the Create New Tag overlay and clicking the Done button.
If a project already has at least one tag displaying in the main Projects view, you can click on an already placed tag in the project's title row to remove or place tags directly on that project.
NOTE: One project cannot be set with more than ten tags.
Filtering for and analyzing tags
In the table for editing tags described in the section above, columns such as CREATOR, LAST USED, LAST USER, and COUNT for project tags can provide valuable insights into your work. By analyzing the tags that are most frequently used, you can gain a better understanding of that which is most important to your organization. This can help you make better decisions and improve your business processes.