There is a new custom Tags feature available in KPI Fire.  This feature is available on the Charter tab of Projects can can be used to organize your projects in to all kinds of new ways, such as tagging;  “Projects for Review”, projects by value stream, or any other attribute that is not already captured in Department, Category, or User .

This blog post will show you how:

  1. Custom Tags are a new tile added in your Project Charter!

Image showing a custom tag tile with specific label options.

2. Create new tags by typing into the text field, you can create a new tag, or add a tag to a project you’ve already made. (tags are case sensitive)

Image of another custom tag tile in minimized view.

3. Tags are also a new column in your Project List.

Image showing a new tag feature with four options in a minimized view.

4. Add it to your list by clicking the arrow button and selecting “Edit Columns”.Image of the new tagging feature in a minimized view.

5. You can toggle if tags show up in your project list by checking and unchecking the “Tags” Button.

Screenshot displaying a different tagging feature option.

6. Sort your Projects by tags by clicking on the sort icon and checking which tags you’d like to view.

Screenshot showing a new tagging feature with various options.

7. To organize and arrange your tags, go to your settings and click on Tags in the left hand column.  This Settings area may only be accessible by users with Admin rights.

Screenshot of an advanced tagging feature with a tagging list.

8. Here, you can add new tags, delete tags, and create nested tags for related projects. Deleting a tag is a way for a system administrator to maintain control over which tags are used, or to eliminate similar or almost duplicate tags.

Screenshot of custom tag settings in a project management tool.

How are you using tags?  Tell us below in comments.

You can also add Tags to Tasks: