New to Teamwork Projects Premium: Project-specific tags

Posted by: Katriona O'Mahony /

Give your projects more context and get more granular control with project-specific tags, available now on Teamwork Projects Premium and Enterprise.

Tags are one of those delightful features in Teamwork Projects that allow you to add an extra layer of information to your work and get context at a glance. Used with filters, they also become a powerful way to view your information through a multitude of different lenses.

At the moment, any tags you create are available across all projects by default.

If you use a lot of tags, you’ll know that sometimes it can be a little tricky navigating through a long list to find the one you need quickly. Some of the tags in your library may also only be relevant to certain projects.

Depending on your naming conventions for tags, you may also have some that represent sensitive or confidential information that you may not want every user to have access to. 

Which is why we’ve now introduced project-specific tags to our Premium Plan.

What are project-specific tags?

Project-specific tags allow you to have tags which are specific only to certain projects, and so will only be searchable and available on those projects.

When you’re adding new tags, you’ll now be able to choose whether it should be a project-specific tag or a site-level tag. 

When filtering by tags, you’ll also be able to get more granular and filter by either site- or project-level tags.

In addition to making your use of tags much more efficient, project-specific tags will make it easier for you to contain information within specific projects. For example, if you have a project for a client and you want to use bespoke tags for custom layers of information, you won’t see these tags appearing in other projects that are not related to that work. 

If you like your team to stick to specific naming conventions on certain projects, for example if you have a dedicated process to follow, project-specific tags make it easier to control this. Team members will only be able to choose from a predetermined list, so there can be no additional tags created and you’ll have more granular control over your team’s data entry.

Learn more about setting up and managing project-specific tags here.

Project tags and project templates: The dynamic duo

You’ll know that we recently introduced project templates and hopefully by now, you’ll have started seeing how much more efficient they can make your workflow. Coupled with project-specific tags, project templates become even more powerful, as you’ll now be able to spin up a set of pre-defined, contextual tags for each template, whether it’s an event plan or a new client brief. 

Project-specific tags are now available to all customers on our Premium and Enterprise plans. To learn more about these plans just contact us at sales@teamwork.com 

 

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Katriona O’Mahony
Product marketing manager

13 Comments

Yuri Miloslavsky

This is awesome. I was waiting for this feature. A question, if I apply a tag to a project Template, projects that were created by the template will inherit these tags?

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Julie

Hey Yuri, that’s right 🙂

If you create a project-specific tag within your template and tag items in the template with it, the project-specific tag will be included in the projects you create from the template.

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Johnathan Plummer

I’m not able to see Project Templates or Project Specific Tags. Do I need to have New Dashboard enabled under the Beta Program tab in settings to view these features? We have a Premium account.

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Julie

Hi Jonathan, those features aren’t related to the Beta Program or the new Home area so it sounds like there’s a separate issue. It’s best if you can contact our support team via support@teamwork.com so that they can take a look at your account details and help you get to the bottom of it – you can even use the live chat on the main teamwork.com site if you want to check it out even quicker?

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Kevin

If you are on a Legacy account like I am you won’t see these new features. You’ll need to upgrade to a new plan, which is what I was told when I couldn’t see the Project Templates feature.

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Al

Is there a way for tasks within a project to inherit the project tags (as long as they’re not project-specific)?

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Julie

Hi Al, that’s not possible however you can add a tag as a default for all new tasks within each task list, in the task list settings if you want all of your tasks to have a particular tag.

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Daniel Nash

I have been waiting for this feature for a long time, it’s the only thing keeping us from organizing content better in Teamwork than in a cloud folder structure. I’ve even been following it’s progress on your upcoming features page.

Sadly, my team doesn’t have any need for the premium plan outside of this one functionality.

Let me know if it ever moves down to the pro plan!

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Julie

Hi Daniel, sorry to hear that Premium isn’t quite right for you at the moment. We’ve lots more new features in the pipeline for both plans so I hope you can keep getting value from Teamwork Projects, do keep an eye on the blog for details!

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Frederik Bocklandt

A lot of similar and positive feedback. I have also been requesting this feature already for many years. It is finally there. Hurray!
Based on the positive feedback one should raise an even more important question: why did Teamwork not give this a higher priority? As long as customers cannot vote or have impact on the product roadmap, we are completely depending on the goodwill of teamwork and can only hope the right priority is given. Again sharing the idea to form a user group assisting/helping with moving forward this great tool.
Frederik

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Katriona O'Mahony

Hi Frederik

Thanks for your feedback and delighted to hear you’re loving Project tags!

One of the things that makes Teamwork unique is actually our focus on a customer driven roadmap. We even have a “customer champion” role on all of our product teams, who’s sole responsibility it is to talk to customers, gather and analyse these customer requests and feed them back into the product roadmap.

We are lucky enough that we get tonnes of feedback and a huge volume of requests from our customers, so we weigh up priority based on the value it will bring to the highest amount of customers, and of course we also have to factor in what makes sense technically. We also have a customer forum where users can participate in discussions around new and upcoming features.

I hope this helps give you a little more insight into our roadmap process.

Thanks
Katriona

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