Task tags are a great way to group your tasks in order to categorize them, similar to how you might apply a label to your emails.
Although you can categorize your tasks in the task list by filtering by things like task type, substatus, priority, and client name, task tags allow you to set your own set of filters to categorize your tasks. In addition, you can set more than one tag on each task so it could appear in multiple searches. |
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Examples:
- You might want a task tag to show tasks with an active warranty period
- Use a tag to show which tasks are for new clients
- Use a tag to show which tasks involve a return visit.
Create a Task Tag
To create a new task tag:
Remember to Save your task to apply the tag change to the task you're on. |
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Using Task Tags
Add tags to a Task
To apply tags to a task:
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Filter by Task Tag
To display tasks matching task tags:
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Editing Task Tags
To edit a task tag:
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