Shared guide

How to add tags to tasks

This how-to guide walks you through the process of adding tags to tasks within Project A, enhancing task organization and filtering.

viktoriaviktoria
·9 steps·35 views·Published

This how-to guide walks you through the process of adding tags to tasks within Project A, enhancing task organization and filtering. Follow the steps to create custom fields, assign relevant tags, and effectively manage your project activities.

Step-by-step Guide9 steps

  1. Click the Project A link

    By clicking on the Project A link, you'll access the specific dashboard for Project A, where you can manage tasks, view progress, and collaborate with team members.

    Click the Project A link
    Loading screenshot…
    100%

  2. Click the 'Click here' link

    Clicking this link will typically navigate you to a related task or resource within the project, allowing you to access more detailed information or perform additional actions.

    Click the 'Click here' link
    Loading screenshot…
    100%

  3. Click here to add a new field

    This action will initiate the process of creating a new custom field in your project, allowing you to tailor the project details according to your needs.

    Click here to add a new field
    Loading screenshot…
    100%

  4. Type 'tag' in New field

    Enter the desired tag in the designated 'New field' to categorize your task. This will help in organizing and filtering tasks within the project.

    Type 'tag' in New field
    Loading screenshot…
    100%

  5. Click the Tags field

    This allows you to assign or search for relevant tags to categorize your tasks effectively. After clicking, a dropdown will enable you to select existing tags or add new ones.

    Click the Tags field
    Loading screenshot…
    100%

  6. Click here to add a new task

    This action opens a prompt for you to enter the details of your new task, allowing you to manage your to-do items within Project A.

    Click here to add a new task
    Loading screenshot…
    100%

  7. Type 'Marketing' in the Tag field

    Enter 'Marketing' in the 'Add a tag...' input to categorize your task. This tag helps in organizing and filtering tasks related to marketing activities.

    Type 'Marketing' in the Tag field
    Loading screenshot…
    100%

  8. Click the Create tag for 'Marketing' option

    Clicking this option allows you to create a tag specifically for the 'Marketing' category, which can help organize tasks and improve project management.

    Click the Create tag for 'Marketing' option
    Loading screenshot…
    100%

  9. Click the Add Task button

    Clicking this button opens a dialog to create a new task within the project. You can enter the task details, assign it to team members, and set a priority.

    Click the Add Task button
    Loading screenshot…
    100%