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Planview Customer Success Center

Work with Document Tags

Document Tags allows users to classify or group documents by assigning keywords to identify a particular subject or topic. Users can simply find documents by performing a filter search with the tags assigned to a document or documents to narrow down search results.

Add or Remove Document Tags

To add or remove a document tag:

add remove document tags.png

  1. Open a document's detail pane.
  2. Click the Tags section to expand it.
  3. Click the Add Tag icon.png Add tags and type the tag in the available text field. If the word you type currently exists as tags in other documents, you will see a list of matching tags appear in the available list. You may select a tag from the available list or create a new tag and you may add more then one tag to a document's detail pane.
  4. Click the X next to a tag to delete the tag.

Filter Documents by Tags

Once tags are added to documents they can be used to filter Documents.

Filter Tags.png

  1. Click the Filter icon Filter Icon.png to open the filter pane on the left side of the window.
  2. Click the checkbox of the tags you want to find and the Documents that have matching tags will appear in the available Documents list on the right side of the window.