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Tags help you organize feedback and customers without changing boards or statuses. Project Echo keeps two separate catalogs:
  • Request tags — label individual requests (for example API, Enterprise, or Quick win)
  • Member tags — label portal members (for example VIP, Churn risk, or Design partner)
A request tag cannot be assigned to a member, and a member tag cannot be assigned to a request. Names are unique within each kind using an exact match (Big and big can both exist as request tags). The same name can exist once as a request tag and once as a member tag. Tags belong to the workspace. Any teammate can use tags created by someone else.

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Create request tags

  1. Open Settings → Feedback.
  2. Open the Tags tab (between Boards and Scoring).
  3. Select Create tag.
  4. Enter a name and choose a color (swatch or hex).
  5. Select Create.
Tags are listed alphabetically. There is no manual reorder.

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Create member tags

  1. Open Settings → Members (under the Product section of settings, below Feedback portal).
  2. Stay on the Tags tab.
  3. Select Create tag, then set the name and color.
The Fields tab on Members settings is reserved for future member fields.

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Edit or delete a tag

  1. Open the relevant settings list (Feedback → Tags or Members → Tags).
  2. Open the ⋯ menu on a tag.
  3. Choose Edit tag to change the name or color, or Delete tag to remove it.
Deleting a tag removes it from every request or member it was assigned to. Activity history keeps the tag name that was used at the time. If a name already exists for that kind, Project Echo shows an error such as “A request tag named Big already exists.”

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Add a tag to a request

  1. Open the request detail page.
  2. Open the ⋯ menu and choose Add tag.
  3. Select a request tag, then Add.
Assigned tags appear in the right-hand meta panel under Tags. Hover a tag and select × to remove it from that request (the tag definition stays in settings). If a request has no tags, the Tags section stays hidden until you add the first one.

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Bulk add on the requests list

  1. On Requests, select multiple requests with the checkboxes.
  2. In the bulk actions bar, choose Add tag.
  3. Pick a request tag to apply to the selected requests.

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Add a tag to a member

  1. Open Members and open a member profile.
  2. Open the ⋯ menu and choose Add tag.
  3. Select a member tag, then Add.
Member tags appear under the avatar on the profile. Hover and select × to remove a tag from that member. Recent tag activity on the member profile shows who added or removed tags.

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Filter with tags (smart filter)

Use the Tag dimension in the smart filter on Requests and Roadmap.
  1. Open the filter control.
  2. Open Tag.
  3. Select one or more Request tags and/or Member tags.
If your workspace has no tags of a given kind, that section is hidden. If there are no tags at all, the Tag filter option does not appear.

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How matching works

  • Request tags: the request has any of the selected request tags.
  • Member tags: the request’s owner is a portal member who has any of the selected member tags.
  • When you select both kinds, results are combined with OR: requests that match the request-tag criteria or the member-tag criteria.
Tags are internal to the staff app. They are not shown on the public feedback portal.

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Tips

  • Use request tags for theme or segment labels that cut across boards.
  • Use member tags for account segments you want to filter by owner.
  • Keep names short so badges stay readable in the meta panel and filters.
Questions? Email [email protected].