DocumentationWorkfrontWorkfront Guide

Add tags

Last update: Mon Aug 26 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can add tags to cards to visually show that they are similar. Then you can filter by those tags to display related cards.

NOTE
Tags are not shared between boards.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 layout-auto html-authored no-header
Adobe Workfront Any
Adobe Workfront license

New: Contributor or higher

or

Current: Request or higher

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create tags for a board

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. Access a board. For information, see Create or edit a board.

  3. Click the More menu More menu next to the board name, then choose Tag Manager.

    Select Tag Manager

  4. In the Tag Manager dialog box, select Add tag in the Board Tags section.

  5. Type the tag name in the highlighted box, then choose a color for this tag from the drop-down menu. The tag is saved automatically.

  6. (Conditional) Repeat steps 4-5 to create additional tags.

  7. Click Done in the top-right corner of the box.

    Tag Manager

Create tags for a workstream

IMPORTANT
Workstreams are only available to a specific group of customers.

Workstream tags are available to all boards in a workstream.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. On the dashboard, click View workstream to open a workstream.

  3. Open a board. Click the More menu More menu next to the board name, then choose Tag Manager.

    Or

    Click Configure to open the Configure Workstream panel. Then, click Tag Manager.

  4. In the Tag Manager dialog box, select Add tag in the Workstream Tags section.

  5. Type the tag name in the highlighted box, then choose a color for this tag from the drop-down menu. The tag is saved automatically.

  6. (Conditional) Repeat steps 4-5 to create additional tags.

  7. Click Done in the top-right corner of the box.

    Tag Manager

Add a tag to a card

  1. Access a board.

  2. To edit the card details, click on the card (not in the card name).

    Or

    Click the More menu More menu on the card and select Edit.

  3. In the Tags box, type the name of an existing tag and select it from the search results.
    Or
    Click the Edit ​icon Edit tag and create a new tag in the Tag Manager. Click Done to return to the card, then select the tag on the card.

  4. Click Close.

Edit a tag

  1. Access a board.

  2. Click the More menu More menu next to the board name, then choose Tag Manager.

    Select Tag Manager.

  3. (Conditional) Click on the tag name to edit the text.

  4. (Conditional) Click the color drop-down menu to change the tag color.

  5. Click Done.

Remove a tag from a card

  1. Access a board.

  2. To edit the card details, click on the card (not in the card name).

    Or

    Click the More menu More menu on the card and select Edit.

  3. Find the tag you want to remove from the card, then click the Remove icon Remove tag .

  4. Click Close.

Delete a tag

  1. Access a board.

  2. Click the More menu More menu next to the board name, then choose Tag Manager.

    Select Tag Manager

  3. Find the tag you want to delete, then click the Delete icon Delete tag .

  4. Click Done.

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