For simplified project management, create and apply project tags. You can use tags to easily filter through and group projects.
📣 Note
This feature is currently in Alpha and available only to select users.
Manage your tags
1. From any page, click your profile photo in the top right corner of your screen > select Company Settings from the menu.
2. Select Preferences.
3. By Tags, select Edit.
4. The tag editor will open in a pop-up. From here, you can:
Create a new tag: Click the plus (+) sign > enter the tag name > select a color > click Create
Edit an existing tag: Hover over the tag in question > click the pencil icon > enter a new name and/or select a new color > click Save
Delete a tag: Hover over the tag in question > click the trash can icon > select Yes, Delete to confirm
📚 Tip
You might consider creating tags for project status (e.g. “Urgent,” “On hold”), location (e.g. “Virtual,” “Live”), and more.
Once you’re finished making changes, be sure to click Done.
Filter projects by tags
📚 Tip
This is a great tool to use if you need to take a bulk action (e.g. send a bulk email) with all projects that have a specific tag. You can filter by tag first, then take that action!
1. From your HoneyBook home page, click the Projects tab.
2. Click into the pipeline stage that you’d like to filter projects by, or remain in the Active bucket to filter through all active projects.
3. Select Filter by tag.
4. Check off the tag(s) that you’d like to filter by.
Only projects with that tag(s) applied will appear. To remove the filter, just click X.
Add a tag to a project
1. First, locate the project that you’d like to apply a tag to and click to open.
📚 Tip
You can search for a specific project via the search icon to the top left of your screen, OR click the Projects tab to review your full list of projects.
2. Locate the Tags area in the Only visible to you section to the right-side of your screen.
3. Click the drop-down > select the tag(s) that you’d like to apply to the project.
Remove a tag from a project
1. First, locate the project that you’d like to add a tag to and click to open.
📚 Tip
You can search for a specific project via the search icon to the top left of your screen, OR click the Projects tab to review your full list of projects.
2. Locate the Tags area within the Only visible to you section to the right-side of your screen.
3. Click X by a tag to remove it from the project.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!