Project tags help you identify and filter your projects within Dubsado more easily. While project statuses help you track the phases of your business flow, project tags help you differentiate between projects.
What are project tags used for?
You can create as many project tags as you like to organize your projects in ways that make sense for your business.
Common uses for project tags include:
Differentiating between the types of services you offer
Identifying new clients versus returning clients
Marking projects by season, location, or priority level
Categorizing projects for reporting purposes
Managing your project tags
To create, edit, or organize your project tags, navigate to the main Projects page and click Manage (gear icon) in the top right corner of the page. Then click the Tags tab.
The Tags area shows all of your existing project tags. By default, your active tags are listed first, with your Archived tags listed below.
Creating a new tag
To create a new tag in the Manage area:
Enter a name for your tag in the New tag field.
Choose a color for your tag using the color picker dropdown menu.
Click the Create button.
You can update the color or name of your tag at any time, and more than one tag can have the same color.
Editing, deleting, and archiving tags
To edit, delete, or archive an existing tag, hover your mouse over the tag from within the Tags tab of the Manage area.
To edit an existing tag, click the pencil icon next to a tag to update its name or color. Make sure to save your changes.
To delete a tag, click the trashcan icon next to the tag.
To archive a tag, click the box icon next to the tag. Archived tags can be unarchived at any time within the Tags tab by viewing your archived tags and clicking the box icon again.
Archiving a tag does not remove it from any project where the tag is currently applied. Deleting a tag removes it from all projects where it is applied, and deleted tags cannot be recovered.
Applying tags to projects
Tags can be applied to projects in several ways:
During project creation: Add tags when creating a new project by clicking additional details (see Creating projects)
From the Projects page: Use in-line editing to add tags directly from the project card or row (see The Projects page)
Automatically via workflow: Set up a workflow to apply tags based on specific triggers or conditions
FAQ
What's the difference between archiving and deleting a tag?
Archiving a tag removes it from your active tags list and filter options, but the tag remains applied to any projects where it was previously assigned. You can unarchive a tag at any time.
Deleting a tag permanently removes it from your account and from all projects where it is currently applied. Deleted tags cannot be recovered.
Why would I want to archive a tag instead of deleting it?
Archiving tags helps you stay organized without losing historical data. For example, if you have a tag for a specific service you no longer offer, you might want to archive that tag so it doesn't clutter your active tags list. However, you'd still want to keep that tag applied to past projects for reference and reporting purposes.