Adding Custom Tags

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With Tags you can easily categorize and filter your roadmap based on custom information. Tags are flexible – you can use them to add details such as:

  • Product or project manager’s name
  • Industry or Market
  • Team name
  • Status
  • Technology
  • Internal versus External facing

To add a Tag, open the Details of a Bar or Container. You must have Edit access on a roadmap. Begin typing in the Tags field to add or select a Tag. If a Tag has already been created you can select it from the drop down menu. To create the Tag, click your return key or enter a comma.

 

Managing Tags

To view and manage your list of tags, go to your roadmap Settings and click the “Tags” section on the left.

From here you can merge existing tags to standardize your roadmap, quickly edit tag names, or delete tags to keep your list organized.

When Viewers see your Tags, they appear nicely on the Details screen:

 

Use the Filter button to filter the roadmap by one or more Tags. This is a great way to create a custom roadmap for discussion or exporting. Note that Tags are roadmap-specific. You can filter Tags on roadmaps and Master Plans.

 

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