Project Tagging

Project tags in Gather allow you to organize projects, improve user experience, and enhance reporting.

Please note: you will need to contact Gather Customer Support to set up your project before adding project tags. You cannot set up projects without contacting Gather Customer Support.

Key Points:

• Users with Project Administrator or Workspace Administrator permissions can add tags (up to 250 characters) to projects they're assigned to.

• All users with access to the project list can view project tags.

Creating Project Tags

1. Permissions: You'll need Project Administrator permissions (or higher) and be assigned to the project.

2. Navigate: Go to the project list screen.

3. Edit Tags: Click the hamburger menu and select "Edit Tags."

4. Create New Tag: Click "CREATE NEW TAG."

5. Enter Tag Name: Enter your desired tag name and click "Create New Tag."

   • The new tag will now be available for all projects within the workspace.

Assigning Project Tags

1. Navigate: Go to the project list screen.

2. Edit Tags: Click the hamburger menu and select "Edit Tags."

3. Select Tags: Search for and/or select the tags you want to assign to the project. Uncheck tags to remove them.

4. Save: Click "SAVE" to complete project tagging.

Organizing Projects by Tag

1. Navigate: Go to the project list screen.

2. Filter: Select the filter icon in the table header.

3. Choose Tags: Check/uncheck the relevant project tags.

4. Save Filter: Click "SAVE" to complete the filtering.

Filtering Project Reports by Tag

1. Navigate: Go to Workspace Reports.

2. Summary Reports: Select "Summary Reports."

3. Filter by Tag: Click the Projects filter (default filter).

4. Change Filter: In the pop-up menu, change "Filter by Project" to "Filter by Tag."

5. Select Tags: Choose the relevant project tags and click "Apply."