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Project Tags

Andrew Levey
  • Updated

To enable you to customize the project list view and more easily find the projects you need, you can add custom tags to projects in Analyze. This helps you to reduce the ‘noise’ of any irrelevant projects by filtering to just the projects you need, and quickly identify the right projects by easily identifying them in the project list.

You can view a step-by-step guide on how to use this feature, or read on to find out more.

In the all projects view, you’ll see a column called ‘Tags’ toward the right-hand side. Before you’ve added any tags, you’ll see a + icon to add a tag.

Screenshot of the Lumar Analyze project list view, with the add tag icon highlighted.

Clicking on that icon will open the option to create a new tag. 

Screenshot of the project list view with the tag modal open and the create new tag button highlighted.

You can then give your tag a name, and assign a color, so it can be quickly identified in the project list. Once you’re happy with the details, click on ‘Save & Add Tag’ to save the details. 

Screenshot of the project list view with the create tag modal open showing the option to add a name and choose a color for the tag.

You can then check the box next to the tag to apply it to the project. 

Screenshot of the project list view with the option to check the box next to a tag to apply it to the project.

If you want to create another tag, click Manage Tags, and then use the ‘New Tag’ button and follow the same steps. You can create a number of different tags, and then they’ll be available to apply to the project as needed.

Screenshot of the tag management modal with the new tag button highlighted.

If you want to change the name or color of the tags, you can use the edit button next to the tag to reopen the configuration. 

Screenshot of the tag management modal with two tags created and the edit tag option highlighted.

Once you’ve created and applied the tags you need, you can open the select/deselect option by clicking on a tag you have applied to a project, or the + icon for those you haven’t applied to as yet. As mentioned above, you can also apply multiple tags to projects. 

Screenshot of the project list view showing two projects with a single different tag and one project with two tags applied.

You can also use the project selection option on the left-hand side of the project list to apply tags to multiple projects. 

Screenshot of the project list view with the project selector option highlighted and showing four projects selected. The option to add tag is also highlighted and shows the 'Core' tag being added to those four projects.

With tags created, you can then filter the all project view to a specific tag. Above the project list, you’ll see a ‘Tags’ option. Clicking on this will allow you to select the tag (or tags) you want to filter to.

Screenshot of the project list view with the filter by tag option highlighted.

Once filtered, you’ll see the tags selected in the view (with a numerical value if more than two are selected) and can click on this again to select more, or deselect. You can also use the X icon to quickly remove all tag filters.

Screenshot of the project list view filtered to a tag named core and showing the option to use checkboxes to select which tags to filter by highlighted.