Task tags are a great way to group your tasks in order to categorise them, similar to how you might apply a label to your emails.

• Filter the task list
• Apply multiple tags to a task
• Report on task tags

Although you can categorise your tasks in the task list by filtering by things like task type, substatus, priority, and client name, task tags allow you to set your own set of filters to categorise your tasks. In addition, you can set more than one tag on each task so it could appear in multiple searches.

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 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.