Tags

Table of Contents

    Tags provide a useful way to group related items together and to quickly tell your team what a post is about. Tags also make it easier for people to find relevant content. The use of tags is completely optional. Tags available on all Freecamp plans including the Free plan.

    You can add tags to Tasks, Milestones, Issues, Events, Time Tracking records, Wikis, Discussions, Files and even comments. 

    Depending on the page, tags can be displayed at the right side or bottom of pages, on the individual item view, and/or in the sidebar. You can assign multiple tags per item.

    Adding and Removing Tags

    New Items

    You can assign and/or add new tags to items before you save them using the tag icon:

    Add tags one at a time by typing in your text then hitting the Enter/Return key on your keyboard after typing each tag, or add multiple tags at a time by separating each with a comma then hitting Enter/Return when you’re done.

    After hitting Enter/Return, you’ll see the tags you’ve added highlighted in blue and listed.

    If you’ve previously added tags to other items in your projects, a drop-down menu will appear as your type to let you scroll through the tags your team already used. Click on any tag to assign it to an item:

    Existing Items

    You can use 'Add Tags' menu (1-2) in the task view panel or scroll down and use + (4) to add tags (3) to an existing task.

    For calendar Events - use 'Add Tags' button (1) in the event view panel or scroll down and use + (3) to add tags (2) to an existing event.

    For items without dedicated view item page (Milestones, Time records) - simply edit an item to add/remove tags. 

    If you opened a task, issue or discussion dedicated view page - tags interface will be located on the right side:

    Comments

    You can add tags to comments. Save a comment first and use Tag icon to add tags:

    Tags will appear below a comment. To add more tags - use 'Tag' icon or hover your mouse over existing tags for a comment to activate tags interface - you can delete tags, add tags and search by a single tag with a combination of Ctrl (or Command) + Click.

    Removing Tags

    To remove a tag, click on the X to the right of the tag.

    Searching by a Tag

    Whenever you see a tagged item, you can Ctrl+Click on a tag to search by a single tag. Search results will appear in a new browser tab.

    Searching by Multiple Tags

    The My Account -> Tags page in your account shows a list of tags you and your team have used, as well as the number of items belonging to each tag. 

    Select one or multiple tags with a mouse click (1) and search (2). Use (3) to open search results entry in a new browser tab.

    You can also filter by multiple tags inside applications (Tasks, Discussions etc.) as well as on Calendar and Tasks Boards and save your filters which can include one or multiple tags.

    Managing Tags

    On the My Account -> Tags page tags are separated into two sections - projects you own, where tags can be edited or deleted (1) and tags used in projects owned by other users (2). It means that tags can be edited (renamed) or deleted only by a project owner.

    To edit a tag, select it and click the edit icon that will appear in its top-right corner. Select one or multiple tags with a mouse click (3) and search or delete (4). Use (5) to open search results entry in a new browser tab.

    If you have a lot of tags that you want to delete, you can use the bulk actions feature. Select each tag you want to delete using a mouse click. Note - you can only delete tags in projects you own and if you also selected tags used in projects owned by other users an option to delete tags will be disabled.

    Using Tags vs. Custom Fields

    Tags and Custom Fields (available on Business/Enterprise plans) allow you to categorize and filter information in Freedcamp. In general, custom fields are best for extending tasks attributes for data collection, while tags are more informal. Depending on your workflow, you might find that your team uses them in different ways, but here some scenarios to help you decide:

    Use custom fields if you:

    • Want to add certain extra fields to tasks in a project
    • Have standard information you need to track on tasks across projects (Order Date - type 'date' & mandatory, Shipped - type 'checkbox', Special Notes - type 'text box')
    • Want to make sure your team fill out certain information for each task in a project
    • Need to filter or search by specific data fields - types 'date', 'checkbox' and 'drop down list' are supported

    Use tags if you:

    • Do not want data collection but categorization
    • Want an easy way to pull items across projects tagged similarly
    • Want to give your team a flexible vs. mandatory option to classify data