To be able to create own categories for projects it is possible to work with tags. That way it is possible to select these groups in different functions through filters.


There are no limits to what type of tags that can be used, as these are created by respective users. Add a new tag by choosing Edit tag or choose an existing.

Add a tag for the project in the right bottom corner in the block Tags.

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Filter projects by tags

For projects, the opportunity of filtering for tags is present for both lists and pipes. List assignments in a specific area, team, industry, or more by selecting assignments in a general Sales Pipe.

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Select tags in Sales report

The sales report is possible to filter by tags, for the possibility to e.g filter out won projects within a sector.

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Tag search

By clicking on a tag you get an overview of all areas where the tag exists.

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