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How to add tags to items

This how-to guide demonstrates the step-by-step process of adding tags to items in the Leads section of your CRM, enabling you to better organize and manage tasks.

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·9 steps·29 views·Published

This how-to guide demonstrates the step-by-step process of adding tags to items in the Leads section of your CRM, enabling you to better organize and manage tasks. Learn how to navigate the interface, create new tags, and efficiently categorize your tasks for improved task management and retrieval.

Step-by-step Guide9 steps

  1. Click the BoardLeads section

    This action selects the BoardLeads area, allowing you to manage and access your leads within the CRM environment.

    Click the BoardLeads section
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  2. Click the Add column option

    This action opens a menu allowing you to add a new column to your Leads table, enabling you to customize the information displayed for each task.

    Click the Add column option
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  3. Click here to add a new column

    Clicking this will open a dialog to customize and add a new column to your Leads table, allowing you to specify the type and properties of the column.

    Click here to add a new column
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  4. Type 'tags' in the Search field

    Input 'tags' in the Search box to filter and describe your columns within the Leads section. This will help you quickly locate relevant column types for better organization and task management.

    Type 'tags' in the Search field
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  5. Click the Tags option

    Selecting the Tags option will allow you to filter or organize entries based on specific tags associated with your tasks in the Leads section.

    Click the Tags option
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  6. Click here to create a new task

    Clicking this link will open the task creation interface where you can add details for new tasks related to your leads.

    Click here to create a new task
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  7. Click here to add tags

    Clicking this option will allow you to create new tags or manage existing ones for your tasks in the Leads section.

    Click here to add tags
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  8. Type 'email' in Add tags

    In the 'Add tags' field, type 'email' to categorize your task appropriately. This helps in organizing and retrieving tasks related to email communications effectively.

    Type 'email' in Add tags
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  9. Click the + Create new tag link

    This action allows you to create a new tag for categorizing tasks in your Leads workspace. Enter the tag name in the input field that appears after clicking.

    Click the + Create new tag link
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