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Tags in Beebole are hierarchical labels you apply to people, projects, and tasks. While projects describe what your team works on, tags describe how that work is organized — by department, team, location, cost center, or any dimension that matters to you. Tags also carry configuration: schedules, rates, approval workflows, and more cascade from a tag to everyone and everything in it.

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How tags are organized

Tags use the same structure as projects:
  • Categories — Each category captures one dimension of your organization. A new account starts with Department and Location.
  • Tags — The labels inside a category, such as a department name or a country.
  • Sub-tags — Nested tags for finer grouping. Each category names its own levels — the Department category starts with the levels Division and Team, and Location with State and City.
A person, project, or task can hold tags from several categories at once — someone can be in a Department tag and a Location tag at the same time, and each tag cascades its configuration independently.

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Creating tags

1

Open the Tags page

Click Tags in the sidebar.
2

Pick a category

Click the category name next to the Tags: heading and select a category. To create a new one, type its name in the field at the bottom of that menu and click Add.
3

Add the tag

Click the Add [category] button at the top right — its label shows the active category, for example Add Department. Enter the tag name and click the Save new… button (its label ends with the level you are creating).
4

Add sub-tags (optional)

In the tag list, expand the parent tag, then click the + button next to the level name below it (its tooltip reads Add followed by the level name, for example Add Team).

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Importing multiple tags at once

To create a whole tag tree in one go, use the Or add multiple entries area in the add panel:
  1. Open your list of tags in a spreadsheet and copy the rows — one tag per line, using Tab or spaces to indent sub-levels.
  2. Click Paste.
  3. Review the entries to be imported, then click Add them all. If something looks wrong, click Undo.

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Renaming hierarchy levels

Each category stores its own level names, so the interface can speak your organization’s vocabulary. Expand a tag in the list and click the level name shown above its children — the tooltip reads Click to edit the level name for the whole category. The new name applies to that level across the whole category.

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Moving a tag

You move a tag by changing its parent from the tag’s detail panel:
1

Open the tag

Click Tags in the sidebar, then click the tag to open its details.
2

Open the parent selector

Hover over the breadcrumb above the tag name and click the Change parent button that appears.
3

Pick the new parent

Select the new parent tag or the category root. The change is saved immediately, and the tag’s sub-tags move with it.
A tag can only be moved within its own category — the parent selector lists destinations from the same category and excludes the tag’s own sub-tags. To use a tag in another category, create it there and re-assign the tagged people or projects.

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Tagging people, projects, and tasks

You can assign tags from either side of the relationship.
Open the person’s, project’s, or task’s details — for example, click People in the sidebar, then click the person. Click the Tags panel to open it, then pick a tag in the Add a tag here field. To remove a tag, hover over its badge and click the Unassign button that appears on it. Hovering over a tag badge also reveals a calendar button (Pick a start date) to set the date the assignment takes effect.

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Inherited tags and exclusions

A tag applied to a parent project or task is inherited by every item below it. In the Tags panel of a subproject or subtask, an inherited tag shows an indicator next to its badge that points to the item where the tag is defined. It has no calendar button, because the start date belongs to the parent’s assignment. You can take an inherited tag off one specific item without touching the parent. Hover over the badge and click Unassign. Beebole records an exclusion on that item and keeps the badge in place with a red hatched background, so you can see that the tag is off here while the parent still carries it. The same excluded badge appears everywhere the item’s tags are listed, including the Who or what has been tagged? panel on the tag’s side. To give the tag back, hover over the excluded badge and click Unassign again. This removes the exclusion and the item inherits the tag as before.
An excluded tag does not count as assigned. Kanban cards, Gantt rows, the task detail sheet, and custom-field matching all ignore it.

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What cascades through tags

Configuration set on a tag applies to all people and projects in it, unless overridden at a more specific level. A tag’s detail panel includes these settings panels: Because a person can belong to tags in several categories, you can compose configuration: a work schedule from a Location tag and an approval workflow from a Department tag, for example.
Configuring these settings on tags is available on higher-tier Beebole plans. Creating tags and tagging people, projects, and tasks works on every plan.

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Tags in reports

Tags appear as grouping and filtering dimensions in Reports. Group a report by tag to break down time, costs, and billing by department, team, or location — or filter by a tag to narrow the report to one organizational unit.

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Managing tags

Each tag has a ⋯ action menu — it appears when you hover over the tag’s row in the list, and next to the tag name in its detail panel. It offers Duplicate, Rename, Archive, Unarchive, and Delete. Archived tags are hidden from the list — click Show Archived at the top of the page to display them, and Hide Archived to hide them again.
Delete permanently removes the tag and its assignments. To retire a tag while keeping it available for historical reporting, use Archive instead. If you delete by mistake, click Undo in the notification that appears right after.

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Related content

People

Add and manage team members, then tag them to inherit schedules, rates, and availability.

Projects

Build your project hierarchy and tag projects by client type, service line, or business unit.

Work schedules

Set a work schedule on a tag so everyone in the group inherits the same pattern.

Assignments

Control which projects, time off types, and expense types are available to each person or group.

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Frequently asked questions

Project categories are part of Beebole’s project hierarchy — every project belongs to exactly one. Tags are a separate, cross-cutting dimension applied to people, projects, and tasks. Use categories to structure the work itself, and tags for organizational dimensions like departments or locations.
Yes. In Beebole, a person can hold tags from several categories at once — for example, an Engineering tag from a Department category and a London tag from a Location category. Each tag cascades its configuration independently.
No. Your team can track time in Beebole without any tags. Tags become valuable when you want group-level configuration — schedules, rates, approvals — or reporting by department, team, or location.
Yes. Open the item’s Tags panel, hover over the inherited tag’s badge, and click Unassign. Beebole stores an exclusion on that item and shows the badge with a red hatched background; the parent and its other children keep the tag. Click Unassign on the excluded badge to give the tag back.
Use the Or add multiple entries area in Beebole’s add panel: copy your tag list from a spreadsheet — one tag per line, indenting sub-levels with Tab or spaces — click Paste, review the preview, and click Add them all.