Add custom project tags for better search and organization
Overview
How do I organize and search my projects using tags?
With Project Tags in CxPlanner, you can organize projects using your own identifiers—such as PO numbers, client names, or location codes. These tags are visible on the project list and make it easy to search and filter.
When and why to use this
Use project tags to simplify tracking across many simultaneous projects or clients.
Works great for:
- Internal project numbers or purchase order references
- Geographic regions or site names
- Department or customer categorization
- Makes project filtering faster using the search bar
- Tags are visible to all project participants
Steps to add or update project tags
- Open your project.
- Navigate to Project Settings.
- Click Project Data in the left menu.
- Scroll to the Tags section.
- Click the pencil icon to edit.
- Enter one or more tags, separated by commas.
- Click Save.
Once saved, the tags appear on the project card and can be used in search.
Behavior and results
Feature | Description |
|---|---|
Tag visibility | Visible to all users with access to the project |
Editable by | Project role Manager and Admin only |
Searchable | Yes — tags are indexed and appear in the global project search |
Multiple tags | Supported — use commas to add more than one |
Use cases | Internal POs, project phase labels, site codes, client names, etc. |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Tags not appearing in search | Tags not saved or entered incorrectly | Reopen Project Settings and review tags |
Can't edit project tags | Insufficient project role | Request Manager or Admin access |
Quick facts
- Requires: Project role Manager or higher
- Location: Project Settings → Project Data → Tags
- Affects: Project list view, search, project organization
Updated on: 07/25/2025
Thank you!