How to create and use project tags in Kanban View?


How to activate the Project Tag feature for Kanban View?

Step 1: Navigate to the “Hi, Username” option in the top right corner. Select settings from the drop-down menu.


Step 2: Scroll down in your settings to find “Project Settings”.

Step 3: Click on the “Edit” button on the right.

Step 4: Scroll down and enable the permission to “Enable Tagging Feature in Project“.


Step 5: Click “Update”.

How to create a project tag?


Step 1: From the main menu, click “Manage Database” and select “Database”. 


Step 2: Click on  “Project Tags” under the “Additional” dropdown.

Step 3: Click “Add” in the top right corner.

Step 4: Add your tag name and click “Save”.


How to add project tags in Kanban View?


Step 1: Navigate to “Manage Projects” and select “Projects”.


Step 2: Click on “Change Layout" in the top-right corner. From the dropdown menu, select “Kanban View”.

Step 3: Once in Kanban View, you will see your projects organized in colored- columns based on stages. Select your project.


Step 4: Click the “+” button next to Tags section in your project details.


Step 5: Select your project tags from the dropdown list.


Step 6: Your tags will be saved and listed on the kanban view.

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