Tags

Table of Contents

    Tags help you organize and find items, and provide a quick way to tell your team what a post is about. They are available on all Freedcamp plans, including the Free one.

    You can add tags to Tasks, Milestones, Issues, Events, Time Tracking records, Wikis, Discussions, Files and even comments. An item can have multiple tags assigned to it. 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.

    Permissions

    The Owner

    The owner can delete and edit tags in their own projects from My Account > Tags.

    Auto-suggest will query all tags from project and project group applications when typed.

    Other project members

    Project members can remove tags from items but not delete or edit tags. Auto-suggest will only show tags from projects the user has access to.

    For example:

    User A is invited to projects X and Y as well as the CRM in project group G1 owned by user C and projects Z and Q owned by user D.

    When A add tags in project X, Freedcamp will auto-suggest tags from project X and Y, as well as the CRM.

    When A adds tags in project Z, Freedcamp will auto-suggest tags from project Z and Q.

    Adding and Removing Tags

    New Items

    When creating an item, you can assign it existing tags or create a new tag for it by using the tag icon next to the title field:

    You can add tags one at a time by typing their name and hitting enter after each one, or in bulk by typing mutiple tags and separating each with a comma then hitting enter 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

    In the view panel of tasks and events, you can use 'Add Tags' menu (1-2).

    You can also scroll down to the tags section(3) and click the [+] icon (4). If you opened the dedicated view page of a task, issue or discussion, the tags section will be located on the lower-right side.

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

    Comments

    Comments can be tagged, but only after they are saved. Use the Tag icon next to the comment to add tags to it:

    Tags will appear below a comment. To add more tags - use 'Tag' icon or hover your mouse over existing tags to activate tags interface.

    Removing Tags

    To remove a tag, hover over it and click on the X to the right of the tag.

    Searching

    By a Single Tag

    You can search by a single tag by hovering over it, pressing CTRL(or Command) and clicking. Search results will appear in a new browser tab.

    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. More info on filters here.

    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.

    Edit a tag

    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.

    Delete tags

    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 by clicking it, and click the Delete Selected Tags button. 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