Add custom project tags for better search and organization
Overview: project tags
Project tags in CxPlanner let you organise projects with your own identifiers, such as PO numbers, client names, or location codes, which is used when you need faster search and filtering across many projects.
Anyone with access to a project can view and use project tags.
- Your role must be Manager or Admin to edit tags.
- You can find the menu at Project Settings - Project Data - Tags.
- This changes the tags shown on the project card and in project search.
How 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.
Results: project tags
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 global project search |
Multiple tags | Supported - separate tags with commas |
Typical tags include internal POs, project phase labels, site codes, and client names.
Troubleshooting: project tags
Problem | Cause | Solution |
|---|---|---|
Tags not appearing in search | Tags not saved, or entered incorrectly | Reopen Project Settings - Project Data - Tags, confirm the values, click Save, then search again |
Cannot edit project tags | Project role is below Manager | Ask a project Admin or Manager to raise your role or to edit the tags for you |
Updated on: 07/26/2026
Thank you!