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Procore

Manage and Set Tags for a File

Objective

To manage and set tags for a file in the project's Documents tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Documents tool.
      Note: 'Read-only' or 'Standard' users will be able to view and filter by tags, but not create or set them.
  • Additional Information:
    • Important! To create a tag and apply it to a file, you must click "Set Tag" before navigating to another file or page.
    • This feature is only available for files in the Project level Documents tool.
    • Tags cannot be imported or copied over to another project.
    • Once a tag has been created for a file, it cannot be deleted from the list of tags.

Steps

  1. Navigate to the project's Documents tool.
  2. Locate the file you want to add a tag to.
    Note: You must click on an individual file (i.e. not a folder).
  3. Under the File Tags section, click Manage Tags.

    2019-03-28_17-44-11.png
     
  4. The following actions are available:
    • Add a new tag:
      1. Click the Select a Tag drop-down menu. 
      2. Enter a name for the tag.
      3. Press ENTER or RETURN on your keyboard to add the tag.
        add-tag-1.png
    • Apply an existing tag:
      1. Click the Select a Tag drop-down menu. 
      2. Choose an existing tag to apply by browsing through the list or entering a search term.
      3. Click the tag you want to apply.
        select-tags-1.png
         
    • Remove a tag from a file:
      1. Click the 'x' on the tag you want to remove.

        document-remove-tag-1.png
         
  5. Click Set Tags to save your changes.

    2019-03-28_17-51-21.png

    Note: In order to save any changes, you must click Set Tags before navigating to another file or page. If you want to add or remove additional tags after, click Manage Tags.

See Also