Learning Track
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
Tags can help you find specific projects, people with the skills you need for those projects, and more.
Tags work well when you have basic requirements for filtering, but custom fields offer a lot more power. Custom fields can push default values to people and projects, provide dynamic filtering, and integrate with Smartsheet's advanced capabilities. Learn more about custom fields.
Administrators can add, edit, and delete tags. It’s good practice to have strong communication between administrators and project managers to maintain consistency in tagging.
Add project tags to create unique project categories or characteristics for filtering projects on the Project Portfolio page and in Reports.
Deleting or updating a tag removes or updates the tag for all associated projects.
Add people tags to identify skills or other unique characteristics of people. You can search tags or skills in Reports and on the Approvals page.
Use Custom Fields to increase employee profiles' depth and usability by adding properties like skills, certifications, managers, and organizational structure.
People can have multiple tags.
Deleting or updating a tag removes or updates the tag for all associated people.