> ## Documentation Index
> Fetch the complete documentation index at: https://beebole.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Tags: organize people, projects, and tasks
> Group people, projects, and tasks in Beebole with hierarchical tags — departments, teams, locations — and cascade schedules, rates, and approvals through them.
Tags in Beebole are hierarchical labels you apply to people, projects, and tasks. While [projects](/help/documentation/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.
***
## 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
Click **Tags** in the sidebar.
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**.
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).
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**).
### 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**.
### 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:
Click **Tags** in the sidebar, then click the tag to open its details.
Hover over the breadcrumb above the tag name and click the **Change parent** button that appears.
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 **Remove tag**. Hovering over a tag badge also reveals a calendar button (**Pick a start date**) to set the date the assignment takes effect.
Open the tag's details and click the **Who or what has been tagged?** panel. It has **People**, **Projects**, and **Tasks** sections — use the **Select person**, **Select project**, and **Select task** fields to add entries, and remove them from the same lists.
Tags applied to a parent project are inherited by its subprojects. An inherited tag shows where it was defined and can only be removed on the parent.
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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:
| Panel | What inherits |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Work schedule** | People in the tag follow the tag's schedule. See [Work schedules](/help/documentation/work-schedule). |
| **Billing** and **Cost** | Tag-level rates apply to tagged people and projects. See [Billing rates](/help/documentation/billing) and [Cost rates](/help/documentation/costs). |
| **Approval workflow** | Approval stages defined on the tag apply to its members. See [Approval](/help/documentation/approval). |
| **Absence allowances** | Time-off allowances set on the tag apply to its people. See [Time off](/help/documentation/timeoff). |
| **Public holidays** | A holiday calendar assigned to the tag covers its people. See [Public holidays](/help/documentation/public-holidays). |
| **Timesheet settings** | Timesheet rules — periods, timers, reminders — set on the tag override the organization defaults for its people. |
| **Show or Hide** | Which time off types, expense types, projects, tasks, and custom fields are available to people in the tag. See [Assignments](/help/documentation/assignments). |
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](/help/documentation/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.
***
## Related content
Add and manage team members, then tag them to inherit schedules, rates, and availability.
Build your project hierarchy and tag projects by client type, service line, or business unit.
Set a work schedule on a tag so everyone in the group inherits the same pattern.
Control which projects, time off types, and expense types are available to each person or group.
## 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.
The **Change parent** control in Beebole moves a tag anywhere within its own category, together with its sub-tags. To use a tag in another category, create it there and re-assign the tagged people or projects.
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**.