What is a Project Tag?
A project tag is a custom label that you can apply to the project details to help organize, categorize, and filter it based on specific attributes or characteristics.
Navigating to Project Tags
To access and manage your project tags, follow these steps:
Open the hamburger menu (☰) in the upper left corner of the screen.
Select Company Settings.
Click on the Projects tab.
Scroll down to the section labeled Project Tags.
This section allows you to view, edit, or customize the tags associated with your projects.
Customization and Flexibility
The tags provided by default are just starting points, you can fully customize them to align with your team's workflows, language, and project goals. There’s no limit to the number of tags you can create in your account.
You can easily modify the default project tags:
To add new items, scroll to the bottom of the Project Tag list and click Add Tag.
To delete an item, click the trash icon next to the Tag.
You can also edit a tag by clicking directly on its name.
Project Tags vs. Lead Sources
Although some default tags may resemble lead sources, it’s important to understand the distinction.
A lead source is tied to a contact, while a project tag is associated with a project. Many users choose to mirror the lead source as a project tag for consistency and easier filtering, but the two serve different purposes.
Why Use Project Tags?
Project tags offer multiple layers of functionality:
1. Enhanced Filtering
Project tags make it easier to segment and analyze data:
In the Data Manager- Projects section.
On reporting dashboards
2. Granular Segmentation
Even if the lead source doesn’t change, projects may still differ based on where or how they originated. Tags help introduce another level of filtering to account for these variations.
Workflow Triggers
One of the more powerful uses of project tags is their integration with automation features:
Stage Triggers
You can configure ProLine to start or stop campaigns when a project moves to a certain stage based on its tags. For instance:
Use a tag like blacklist to stop all campaigns related to a project.
Use stage-specific tags to tailor communications at different steps in your sales or production pipeline.
This allows for targeted messaging and cleaner automation control without needing manual adjustments. See how to configure this option here!