Tags are a simple and quick way to classify your tasks for both filtering purposes,- task creator and assignee- and execution oversight purposes- task creator.

In other words, tags are an information layer that can be added in order to classify, categorize, group, and associate one or multiple tasks across your organization.

Let's go over how to create and assign a tag, as well as giving some examples to Common use tags.

Creating new tags:

There are 2 ways of creating a tag. The first is through the "Tag Manager" in advance, the second is during the creation of a task.

Through the Tag manager:

  1. Navigate to the Task management Category.

  2. Click the "Tags" icon located at the top right of the screen.

  3. Click "+Add Tag" in the top right corner.

  4. Give it a Title and choose its color.

  5. Click "Save"

While creating single or multiple tasks:

Note: In this option, the task will be automatically tagged with the new tag created.

  1. While creating a single or multiple tasks Click the Tag option in the task details.

  2. Choose "Add new tag".

  3. Give it a Title and choose its color.

  4. Click "Add".

Assigning tags to tasks:

  1. While creating a single or multiple tasks Click the Tag option in the task details.

  2. Click the relevant tag or tags you want t associate with the task being created.

You can view your tags in the main Task management page and when entering each task to view or edit.

When and how to use:

  1. It is recommended that your tags add an information layer that doesn't already exist within the task details (task assignee, task creator, etc.)

  2. Try and think about how to categorize your tasks in a way that would be intuitive and capture the meaning behind it, and group multiple tasks together.

Note: Tags can be edited along with the rest of a tasks' details even after it has been published, so feel free to start tagging away.

Examples for common uses of tags could be:

  • Location/sight.

  • Team/department.

  • Job/Client.

  • Periodical- "End of the week", "January", etc.

  • Event/project oriented- "Before payroll", "Company trip prep", "Connecteam app launch", etc.

And many more.

Did this answer your question?