Tags

Bridgit supports two types of tags for roles: Role Tags and the Hire Tag. Role Tags help you organize and report on your workforce by labeling roles with custom classifications. The Hire Tag flags unfilled roles that need to be filled externally.

What are Tags?

Role Tags

Role Tags let you label and organize roles across your projects, making it easier to filter, group, and report on your workforce.

Key capabilities:

• Apply multiple tag values to any role

• Filter and sort roles by tag across projects

• Export tag data in project and roles reports

• Set up tag collections so your team applies tags consistently

Hire Tag

The Hire Tag flags unfilled roles that require an external recruit, giving HR and operations teams clear visibility into open positions directly within Bridgit. Tagged roles surface in the Snapshot dashboard and can trigger email notifications to the right people automatically.

Key capabilities:

• Tag unfilled roles to signal external hiring needs

• Add a description to provide context for recruiters

• View all hire-tagged roles from the Snapshot dashboard

Eligibility/Prerequisites

Role Tags

Permissions required:

• Admin: Create and manage Tag Collections in Settings

• Edit Roles: Apply tags to roles and manage Project Tags

Hire Tag

Permissions required:

• Manage Roles for Hire: Add and remove the Hire Tag on unfilled roles (Admins only by default; can be granted to other permission sets)

How to Use

Role Tags

Understanding the Two Tag Types

Account Tags are set up by admins in Settings > Projects > Tag Collections and are reusable across all projects. Use these for labels that apply consistently across your work — things like scope of work, staff type, or region.

Project Tags are project-specific and can be created directly on a project by anyone with Edit Roles permission — no Settings configuration needed. Only one Project Tag can be applied per role, alongside up to 20 Account Tag values.

Setting Up Tag Collections (Admins)

1. Navigate to Settings > Projects > Tag Collections

2. Click Add Collection

3. Enter a collection name (e.g., "Scope of Work") and select a colour

4. Add tag values and press Enter after each one

5. Click Save

Applying Tags to Roles

When adding or editing a role, select the Tags field and choose from available Account Tag collections and values. Apply up to 20 tag values across any collections. Add a Project Tag if needed for project-specific classification.

Where Tags Appear

• Operations tab: Tags column with inline editing; Tags filter for filtering roles on the project

• Roles tab: Add tag collections as columns via Select Columns — sortable and inline editable; Tags filter for filtering across all projects

• Project Gantt: Enable View Tags in Gantt settings to display tags next to role names; roles auto-group by tag

Tags are included in Project List, Gantt, and Roles page exports.

Hire Tag

Adding a Hire Tag

From the Operations Tab:

1. Navigate to a Project Profile and select the Operations tab

2. On an unfilled role, click the hire icon (person with + symbol)

3. Add a description if needed (optional, 250 character limit)

4. Click Add Tag

From the Project Gantt:

1. Hover over an unfilled role bar

2. Click the hire icon

3. Add a description if needed and click Add Tag

From the Roles Tab:

1. Locate the unfilled role and click the hire icon in the Hire column

2. Add a description if needed and click Add Tag

Editing or Removing a Hire Tag

Click the Hire label on the role to open the tag panel. Update the description and click Update, or click Remove tag to remove it.

Common Workflows

Standardizing role data before a project kick-off: An admin sets up Tag Collections in Settings first, so planners can apply consistent tags when creating roles rather than entering free-text workarounds.

Filtering roles by scope of work: Use the Tags filter on the Roles tab to pull up all roles tagged "Electrical" or "Civil" across every project in the account — useful for workload planning and hiring decisions.

Reporting on staff type: Add a Staff Type tag collection (Office, Field, Admin) and use it to filter exports, giving operations teams a clean breakdown of workforce distribution.

Flagging a role for recruitment: As soon as it's clear a role can't be filled internally, add a Hire Tag with a description (e.g., "Need licensed electrician, must be available by March"). This immediately surfaces in the Snapshot dashboard.

Monitoring open hiring needs: Use the Roles for Hire stat widget on the Snapshot dashboard to see a live count of all hire-tagged roles. Click through to the filtered Roles page to review and prioritize.

Common Questions