Project tags organize your projects by category, similar to using a #hashtag on social media. Create tags according to service type, client demographic, or any other identifying feature about a project.
Project tags will appear as small colored dots next to the project title on the Projects page. You can hover over a dot to see the name of the tag.
In this article
Create a tag
- Go to Projects >> Customize.
- Scroll down to the Tags section and click Add Tag.
- Enter a name for the tag.
- Click the color square to select a color.
- Click Save.
Apply a tag to a project
Open a project to apply tags. You can apply one or more tags to a project from the dropdown in the project sidebar. Click on the X next to a tag to remove it.
Filter projects by tag
- On the Projects page, click on the project status you want the filter to apply to. To filter all projects, click All under Combined.
- Click the Filter button.
- Use the Select tags dropdown to select a tag to filter by.
From here, click the Export button if you would like to download a CSV file of the filtered projects.
⚠️ Heads up! If you select more than one tag, the filter will show projects that have all of the tags you select. For example, if you select both the Web Design and Consulting tags, the filter will only show projects with both of those tags applied, not projects with only one tag or the other.
Can I send an email to all projects with a specific tag?
No. All communication in Dubsado is one-on-one inside each project and it is not possible to send out a mass email to a specific list. We recommend filtering your projects by tag and clicking the Export button on the Projects page to get a list of emails that you can use for a bulk email outside of Dubsado.
Can I have tags automatically applied to a project?
Yes! This is possible as part of an automated workflow.