How to use tags on tasks? How to prioritize tasks with tags?
This GroupCamp FAQ explains how you can use tags to define priorities, activities or services and how to filter tasks in your projects.
In this article:
- How to use tags on project tasks
- Add or remove tags on tasks
- Filter tasks using tags
- Manage and merge tags
- Tags activation and privileges
Tags allow to filter tasks based on multiple criteria. Tags in the Tasks application work across all projects to allow project managers to filter tasks across projects.
You may use tags for the following purposes:
- Define status or priorities on tasks (Ex : Urgent, Important, etc...)
- Group your tasks based on their activity (Ex: Marketing, Sales, etc...)
- Group your tasks by product or service (Ex. : Product A, Product B, Service C, etc...)
You can also combine any of the above usage:
Use the Tags choice of the contextual task menu.
You can remove an existing tag by clicking on the 'x' next to a tag (Or create a new one if you have been granted such a right):
You can filter tasks using tags by clicking on tag or by using the Filter button.
You can select multiple tags in the tasks filter window. Only tasks with these tags will be displayed.
Click on the Plus button in the Tasks app. and select the option: Create, edit or delete tags.
The tags management screen will pop up. You can create, edit or delete tags.
To merge two tags click on the merge icon next to the tag you want to merge
Then select the tag with which you want to merge:
Your screen will refresh itself and the tags will be merged.
Go in the Admin panel,
> Click on the Project folder, then click on the Tasks icon.
Make sure that the Tags feature is activated in the Tags tab.
Select which users are authorized to manage and use tags.