Using Tags

Overview

Tags provide a simple way to categorise Tasks without affecting your workflow.

Unlike Boards and Lists, which organise where a Task belongs and what stage it's in, Tags describe the Task itself.

They make it easier to identify, group and filter related Tasks across your entire Task system.

Why Use Tags?

Tags allow you to quickly identify important information about a Task at a glance.

For example, you might create Tags for:

Urgent
Electrical
Plumbing
Warehouse
Purchasing
Safety
Follow Up
Customer Request
Internal

A single Task can have multiple Tags, allowing it to belong to several categories at once.

Creating New Tags

When assigning Tags to a Task, simply begin typing.

If the Tag already exists, you can select it from the list.

If it doesn't exist, simply continue typing to create a brand-new Tag.

Over time, your library of Tags grows naturally as your business evolves.

Using Multiple Tags

Tasks aren't limited to a single Tag.

For example, a Task could be tagged as:

Urgent
Warehouse
Customer Request

This provides much greater flexibility when searching or filtering your Tasks later.

Tags and the Filter View

One of the biggest advantages of Tags is how well they work with the Filter View.

For example, you could display:

All Tasks tagged Urgent.
All Warehouse Tasks.
All Customer Request Tasks assigned to yourself.
All Safety Tasks due this week.

Tags can also be combined with other filters such as:

Board
List
Assigned User
Due Date
Completed Status
Starred

This allows you to create highly targeted views of your work.

Keep Your Tags Consistent

Although you can create Tags at any time, it's good practice to keep your naming consistent.

For example, choose either:

Follow Up

Follow-Up

—not both.

Likewise, avoid creating multiple Tags that mean the same thing.

A consistent set of Tags makes searching and filtering much more effective.

Why Managers Love Tags

Tags add another layer of organisation without making your workflow more complicated.

Rather than creating additional Boards or Lists, Tags allow Tasks to be grouped in multiple ways at the same time.

This makes it easy to answer questions such as:

How many urgent Tasks do we have?
What warehouse work is still outstanding?
Which customer requests are overdue?
What safety-related Tasks are currently open?

Best Practice

Use Tags to categorise Tasks, not to replace Boards or Lists.
Keep Tag names short and consistent.
Apply multiple Tags when appropriate.
Combine Tags with the Filter View to quickly find related Tasks.
Review your Tags occasionally and avoid creating duplicates with different names.

Understanding Tasks
Creating a Task
Understanding the Filter View
Understanding Task Boards