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 to Projects they're assigned to.
All Users with access to the Project list can view Project Tags.
User Permissions
Find out about our different user permissions
Creating Project Tags
Permissions: You'll need Project Administrator permissions (or higher) and be assigned to the project.
Navigate: Go to the Project list screen.
Edit Tags: Click the hamburger menu and select "Edit Tags."
Create New Tag: Click "CREATE NEW TAG."
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
Navigate: Go to the Project overview screen.
Edit Tags: Click the hamburger menu and select "Edit Tags."
Select Tags: Search for and/or select the Tags you want to assign to the Project. Uncheck Tags to remove them.
Save: Click "SAVE" to complete Project Tagging.
Organizing Projects by Tag
Navigate: Go to the Project overview screen.
Filter: Select the filter icon in the table header.
Choose Tags: Check/uncheck the relevant Project Tags.
Save Filter: Click "SAVE" to complete the filtering.
Filtering Project Reports by Tag
Navigate: Go to Workspace Reports.
Summary Reports: Select "Summary Reports."
Filter by Tag: Click the Projects filter (default filter).
Change Filter: In the pop-up menu, change "Filter by Project" to "Filter by Tag."
Select Tags: Choose the relevant Project Tags and click "Apply."
Series
Project Tagging ⬅️ You are here