Categorizing with Tags

Tags are board-specific labels that help your team categorize and filter tasks. They also make cards and schedule items easier to scan.

How Tags Work

Tags:

• Belong to a single board
• Have a name and color
• Can be applied to multiple tasks
• Appear on task cards and list rows
• Can be used to filter a board

Tags from one board do not automatically appear on another board.

Creating Tags

1. Open a task board
2. Open the tag dropdown in the board toolbar
3. Choose the create tag action
4. Enter a tag name
5. Select a color
6. Save the tag

After a tag exists, it can be selected from the task form on that board.

Applying Tags to Tasks

1. Open a task
2. Go to the Details tab
3. Select one or more tags
4. Click Update Task

You can also select tags while creating a task.

Editing Tags

1. Open the tag dropdown in the board toolbar
2. Find the tag
3. Open its actions menu
4. Update the name or color
5. Save the change

Changes apply to every task using that tag.

Deleting Tags

1. Open the tag dropdown
2. Find the tag
3. Open its actions menu
4. Delete the tag
5. Confirm the deletion

Deleting a tag removes it from tasks, but it does not delete the tasks.

Filtering by Tags

1. Open the tag dropdown in the board toolbar
2. Select one or more tags
3. The board shows tasks that match those tags
4. Clear the selected tags to return to the full view

Tag filtering works with the Active, Completed, and Archived status filters.

Useful Tag Systems

Priority:

• Urgent
• High
• Normal
• Low

Type of work:

• Medical
• Adoption
• Foster
• Volunteer
• Admin

Blocked state:

• Waiting on Vet
• Waiting on Foster
• Needs Review
• Needs Documents

Tips

• Keep tag names short
• Use colors consistently
• Review tags periodically so old labels do not clutter the selector
• Use tags for categories and columns for workflow stages