Add project or people tags

Resourcing Administrators, People Schedulers, and Project Editors can tag people. Only Resourcing Administrators can edit, delete, or create tags. It’s good practice to have strong communication between administrators and project managers to maintain consistency in tagging.Project tags

What are tags

Tags can help you when search for projects, assign work to the right resource, and filter reports. 

• Project tags: Add project tags to create project categories or characteristics for filtering projects on the project portfolio page and in reports.
• People tags: Add people tags to identify skills or other characteristics. You can search tags or skills in Reports and on the Approvals page. People can have multiple tags, for example: Java, Mentor, French-proficient, and Illustration.

If your filtering requirements are more complex, consider using custom fields. You can include things like certifications, managers, and organizational structures. Custom fields can push default values to people and projects, provide dynamic filtering, and integrate with advanced capabilities in Smartsheet. Learn more about custom fields.  

Create new tags

1. Open Settings.
   1. In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings. From the list on the left, select Account Settings.
   2. In standalone Resource Management, select Settings > Account Settings.
2. From the list on the left, select People Tags or Project Tags.
3. Enter the tag in the text field, then select Add. 

Update or delete a tag

Deleting or updating a tag removes or updates the tag for all associated projects.

To edit existing tags, select the tag, type your changes, and select Save.

To delete existing tags, select the tag and select Delete. 

Add people or project tags to a profile or project

1. Select the profile or project you want to work with.
   • For a person, at the top right, select the Edit Profile button.
   • For a project, at the top right, select the Project Settings button.
2. At the bottom of the screen, select Add Tags.
3. Select the tags you want to add, and then select the Save button.