Tags

A tag is a short label you can attach to any item in the project — risks, issues, decisions, actions, meetings, financial documents, stakeholders, and the files attached to emails. Tags are your own vocabulary for slicing the project however you think about it (an area, a workstream, a firm), on top of the topics and themes that emerge from the content automatically.

Tags are managed per project from the Tags link in the project sidebar. They are project-scoped — the app only ever lists and applies the current project’s tags — and names are unique within a project, case-insensitively, so Permits and permits are treated as the same tag.

Creating a tag

Use the form at the top of the page:

• Name — up to 80 characters.
• Description (optional) — a short note on what the tag means. It shows on hover wherever the tag appears.
• Colour — pick from the palette. New tags default to slate grey.

You can also create a tag on the fly: on any item’s detail page, open the + Tag picker, type a name, and if it doesn’t match an existing tag choose Create tag ”…” to add it.

Prefixes group tags together

If you name a tag with a prefix/ convention — for example scope/guestroom or ws/fit-out — it groups with the other tags that share that prefix. The page recognises these canonical prefixes and gives each a friendly heading:

Prefix	Group
scope/	Scope — project areas
ws/	Workstreams
firm/	Firms & consultants
proc/	Process & governance
person/	People
type/	Note types
lang/	Language

Any other prefix you invent groups under its own heading too; tags with no / fall into an Other group. Use the Grouped / Flat toggle to switch between the grouped view (the default) and one flat list for scanning or search.

Editing and deleting

Each tag row has Edit (change its name, description, or colour) and Delete.

Caution

Deleting a tag also removes it from every item it’s attached to — the confirmation tells you how many. There’s no undo.

Archived tags

A Show archived toggle reveals archived tags — ones kept in the project’s history but hidden from the + Tag picker, so they can’t be applied to anything new. An archived tag stays attached to the items it was already on.

The tag pages don’t currently offer an action to archive a tag; Delete is the way to remove one. The archived view is there for any tags carried in from earlier data.