Add project or people tags

Tags can help you find specific projects, people with the skills you need for those projects, and more. 

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators
  • People Schedulers
  • Project Editors

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

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.  

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.

Create new tags

  1. Open Account Settings.
    1. If you are working in Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Account Settings.
    2. If you are working in standalone Resource Management, select Settings in the top-right corner, and then select Account Settings. 
  2. On the left sidebar, select People Tags or Project Tags.
  3. Enter the tag in the text field, then select Add. 

To edit or delete existing tags, select the tag, type your changes, and select Save or Delete to delete it. 

Project tags

Add project tags to create 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.

People tags

Add people tags to identify skills or other characteristics. You can search tags or skills in Reports and on the Approvals page.

Use custom fields to increase employee profiles' depth and usability with properties like certifications, managers, and organizational structure.

People can have multiple tags.

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

Some examples of people tags

  • Java
  • Mentor
  • French-proficient
  • UX/UI
  • Storytelling
  • Illustration 

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 Edit Profile. 
    • For a project, at the top right, select Project Settings.
  2. At the bottom of the screen, select Add Tags.