Managing tasks and projects can be an uphill battle. Distinct names can help, but when you're dealing with hundreds or thousands of tasks, it can be difficult to keep track of it all. Sure, you can filter based on certain criteria, but what if you wanted to see all tasks related to a specific subject like video games? Or birthday parties? Or dinosaur facts? The tag functionality for Task Manager solves these problems; you can tag your projects and tasks to make organization easier.
How does organizing tasks with tags work?
The workflow for adding tags to tasks and projects is similar, though there are a few differences.
When you begin typing the name of a tag, any previously used tags beginning with the same characters will show as suggestions.
Separate tags with a comma or by pressing the enter key on your keyboard.
Add tags when creating tasks
- Navigate to Fulfillment > Open Task Manager > Tasks
- Click Create task
- As you complete the required fields for creating a task, Task tags are optional to add
Add tags to existing tasks
- Navigate to Fulfillment > Open Task Manager > Tasks
- Search for the task you want to add a tag to and click on it
- Click + Add tag and enter your tags
Add tags when creating projects
- Navigate to Fulfillment > Open Task Manager > Projects
- Click Create project
- As you complete the required fields for creating a project, Task tags are optional to add
Add tags to existing projects
- Navigate to Fulfillment > Open Task Manager > Projects
- Search for the project you want to add a tag to and click on it
- Click + Add tag and enter your tags
Add tags to templates
Adding tags to new and existing templates is done by filling in the Template tags field.
- Navigate to Fulfillment > Open Task Manager > Templates
- Search for the template you want to add a tag to and click edit it or create a template
- Click + Add tag and enter your tags