Skip to main content

Configure Project Tags

Learn how to manage and utilize project tags in ProLine to organize projects effectively.

Rolando Interiano avatar
Written by Rolando Interiano
Updated over 9 months ago

Project tags in ProLine offer versatile options for organizing and managing your projects. They can be used for various purposes, such as:

  • Adding a blacklist tag to projects to prevent automation triggers.

  • Identifying the source of a project, even if it differs from the lead source on the contact.

Managing Project Tags

To manage project tags, follow these steps:

  1. Navigate to Project Tags:

    • Go to the hamburger menu > Company Settings > Projects > Tags.

  2. Adding a Project Tag:

    • Click Add Tag.

    • Enter the desired tag name.

    • Click Save.

  3. Removing a Project Tag:

    • Find the tag you want to remove.

    • Click the Delete icon (trash can) next to the tag.

    • Confirm the deletion.

Contact Support

If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.

Did this answer your question?