Editors can use tags (alone or in combination with other filters like Objectives, Initiatives, Roadmaps, and custom fields) to precisely define which bars and containers should appear in their portfolio view.
Filter by Tag in Strategic Portfolio
To filter your roadmap data by Tag:
- Click on ‘+ New’ and select Strategic Portfolio to create a new Strategic Portfolio from your Roadmaps dashboard:
Or, open an existing Strategic Portfolio and click on the gear icon to edit it:
- In the Display data tab, add a dataset:
From the Select data category dropdown, choose Tags:
If editing an existing portfolio view, navigate to the Display data tab:
Click ‘+ AND’ to add a new filter group, or use ‘+ OR’ to add tag values to an existing group.
- Select one or more tag values to filter by. The portfolio view will only include bars and containers that match the criteria you define.
- Click Save to proceed to the next step, or to apply your changes
Adding Tag Values
Editors can add Tags to any roadmap items (bars or containers), as long as they have edit access to that roadmap.
To add a new tag to a bar or container, begin typing in the Tags field. You’ll be able to add a new tag or select from the dropdown:
Check out best practices and more details about Custom Tags in this overview.
Managing Tags
Account admins can modify the values that appear in your Tags dropdown list.
To manage your Tag list, click on Account in the bottom-left settings menu:
Click on ‘Standardize’ and ‘Tags’:
From this list, you’ll be able to create a new tag, merge existing tags, and delete tags.
Full details for managing your tags are available in this overview.
FAQs
Can I filter by tags when editing an existing portfolio?
Yes. The Tags filter option is available when creating a new Strategic Portfolio and when editing an existing one.
Will all tags on the account be available for selection?
Yes. All Tags are available for filtering selection regardless of “Shared” or “Not Shared” status in Account Settings > Standardize > Tags.
Can I combine tag filters with other categories like Objectives or Roadmaps?
Yes. Tags work in combination with all existing filter types using AND/OR logic, giving you full flexibility to define your dataset.