Articles on: Deep Dive into Project Boards

Leveraging Tags to Organize Your Tasks

In the dynamic environment of project management, categorizing tasks efficiently is a vital aspect. Tags serve as a powerful tool to categorize, filter, and search tasks based on specific criteria, making task management more streamlined and organized. Here, we will walk you through the process of using tags to categorize your tasks effectively.

Getting Started with Tags
Adding the Tags Column: To begin with, open the column explorer in your project board. Here, you will find the option to add a "Tags" column. Select it to add it to your board.

Adding Tags Column

Creating and Adding Tags: Once the column is added, you can click on any cell within the column to create and assign tags to different tasks. This helps in categorizing tasks based on various criteria such as priority, department, or status.

Creating Tags

Tag Management: All new tags are assigned a random color by default. After creating a tag, it becomes available for selection in other tasks as well. You can manage these tags, modify their colors, rearrange them, or delete them from the "Housekeeping" tab under "Board Settings".

Managing Tags

Benefits of Using Tags
Enhanced Organization: Tags allow you to categorize tasks into different groups, making it easier to track and manage them.
Efficient Search and Filter: Using tags, you can quickly search and filter tasks based on specific criteria, saving time and effort.
Visual Clarity: The color-coded tags provide a visual representation of different categories, offering clarity and aiding in quick identification.

Utilizing tags to categorize your tasks is a simple yet effective way to enhance the organization and management of your project board. It not only facilitates quick search and filter options but also adds a visual element to your task management process.

We hope this guide assists you in making the most of the tags feature. Your feedback is valuable to us, so please feel free to share your thoughts. Happy task organizing!

Tags can be used to categorize your data. They also help you search and filter your tasks based on these categories created using tags.

Working with the tags column is very easy.

Just open the column explorer & find and select the Tags column.

Once added, you can click on any cells to create and add tags against any of your tasks.

By default, all new tags appear in a random color. Once a tag is added, it's also available for selection in any subsequent tasks.

You can manage the list of tags, change their color, order & delete them from under Board Settings/ Housekeeping tab.

We hope you found this article to be useful. Please do share your feedback.

Updated on: 15/09/2023

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