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Procore

Manage and Set Tags for a File in the Project Level Documents Tool

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 can view and filter by tags, but not create or set them.
  • Additional Information:
    • 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.

Video

 

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 (not a folder).
  3. If the Information panel is not already open, click the Info icon-info2.png icon.
  4. Click File Tags to expand the section.
  5. Click Manage File Tags.
  6. The following actions are available:
     Important
    To save your changes after adding, applying or deleting tags, you must click Set Tags before navigating to another file or page. 
    • To add a new tag:
      1. Click the Create or Select Tags drop-down menu. 
      2. Enter a name for the tag in the text field.
        add-tag-1.png
      3. Click Add tag: to add the tag.
    • To apply an existing tag:
      1. Click the Create or Select Tags 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
    • To remove a tag from a file:
      1. Click the 'x' on the tag you want to remove.

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