Project tags and color labels

Managing projects requires View and Edit permissions.

Project tags and color labels help you organize and filter your Projects schedule.

Assigning project tags

Each project in Forecast can be assigned any number of project tags. For example, you could use tags for the project owner, status, phase, or type—anything that will make filtering the schedule easier for you and your team.

You can assign project tags when you create or edit a project:

  1. Type the name of the tag in the Project tags field.
    • If the project tag already exists, we’ll display it as you type. To remove a tag from a project, click the x beside the tag while editing the project.
  2. Hit Enter to add it to the project.
  3. Click Update project to save.

Screenshot showing how to assign project tags

Assigning project color labels

Each project in Forecast can be assigned one of eight colors, and your schedule will visually display your projects’ colors. The color labels are customizable in Settings and can be given any name you choose.

You can assign a color label when you create or edit a project:

  1. Select the relevant label from the Color label dropdown.
  2. Click Update project to save.

Screenshot showing how to assign color labels

As an example, if you label magenta as “Marketing” and everyone creating projects knows to assign that color label to any marketing-related projects, you can tell at a glance which projects on your schedule are associated with marketing.

Screenshot showing color labels on the Projects schedule, including some marketing-related projects colored magenta

Still have questions? We’re happy to help!

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