Automatically tag files by project.

1Choose the project folder

Add a project folder, such as Website Redesign, and grant access. Create an automation for that folder.

2Add the folder-name action

Leave the rule’s conditions as All Items to tag every eligible file in the folder. Create a workflow with Add Folder Name Tag.

3Use the folder’s exact name

Choose a tag color and clear the prefix and suffix. A file directly inside Website Redesign will receive Website Redesign as its tag.

4Preview the generated tag

Preview the workflow with a file from the project folder. Check that it adds the expected folder-name tag and keeps existing tags.

5Enable automatic project tags

Assign the workflow to the rule, enable monitoring and keep Taggy Tagger running. New matching files receive their containing folder’s name as a tag.

How the rule works

• Folder Name uses the immediate containing folder. A file in Website Redesign/Exports receives Exports as its tag.
• For a project with subfolders, use Add Folder Path Tag to select which folder levels become tags. Preview a file from each level before enabling Include Subfolders.
• Adding a new folder-name tag keeps older tags. Use remove or replace actions if you want old project tags removed.
• Use Play to tag matching files already in the project folder.