How to use tags on tasks?
This GroupCamp FAQ explains how you can use tags to define priorities, activities or services and how to filter tasks in your projects.
Tags in the Tasks application work across all projects to allow project managers to filter tasks across projects. This FAQ article explains how to add or remove tasks and how to merge tags.
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.
You may use tags for the following purposes:
- Group your tasks based on their activity (Ex: Marketing, Sales, etc...)
- Group your tasks by product or services (Ex. : Product A, Product B, Service C, etc...)
- Define status or piorities on tasks (Ex : Urgent, Important, etc...)
You can also combine any of the above usage:
Add or remove tags on tasks
Use the right button of your mouse to display the menu below, click on Tags.
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):
Filter tasks using tags
In a project, you can filter tasks using tags by clicking on tag or by using the Filter button.
In the example shown above the total remaining time estimate on tasks with the selected tag is shown next to the tag.
Please note that tags may be used to generate customized reports in the project dashboard.
Manage tags on tasks: how to merge tags
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.