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How do I tag a project to include multiple projects in a release?


Level 2

We need to be able to tag multiple projects in a release record - is there a way to assign a tag or a label to pull the information from one project into a different location, to set up releases of our projects? 

1 Reply



Hello @AlyssaTrainor the simplest way to tag objects in Workfront is to use a custom field on a form. You can name the field the tag "Tag | ABC Projects" the only choice being a "☑". Place this custom form on all objects in question and mark "☑" is project meets criteria. This will allow for you to pull the projects that are tagged into a single report view for example.


When you say pull the information from a project into a different location....are you talking about moving the data or copying the data to another project?