To create a new task tag:

1. From a task worksheet, click Tags (top right)
2. From the Search Tags window, click Add Tag
3. Give your tag a name and Save
4. The tag will automatically apply to the task you're on. Untick the box if this tag does not apply to this task.
5. (Optional) to change the colour of the tag, click (notepad) beside the tag name. From here you can change the background colour and text colour of the tag. Save.

To apply tags to a task:

1. From a task worksheet, click Tags (top right)
2. From the Search Tags window, click all the tags that apply to this task. The applied tags will display at the top right of the task.
   

   If you have several tags, you can filter the list by typing in the search field under Name (minimum 3 characters).

    
3. Close the window and Save Task.

To display tasks matching task tags:

1. From a task list (e.g. Current Tasks), click   (Search Tags)
2. From the Search Tags window, click all the tags that you want to filter by and click Select Tags.
   

   If you have several tags, filter the list by typing in the search field under Name (minimum 3 characters).

    
3. Only tasks matching those task tags will display, and the tags being searched for will display at the top right of the task list.
   Repeat this process if you need to narrow your search (if searching multiple tags).

To edit a task tag:

1. Access the Search Tags window either via:
   1. a task worksheet (click Tags at the top right)
   2. a task list (click (Search Tags) at the top right)
2. Click (notepad) beside the tag you want to edit
3. Make your changes as per the table below and Save.