Use Tags

A tag is an optional label applied to a task or group of tasks. Tags can ensure that a group of tasks all have the same users, rules or validations, and can be used to group tasks for reporting purposes.

Tags are further defined by tag types. There are three tag types:

  • Logic – When a tag with this tag type is assigned to a task, any rules and validations assigned to the tag are executed when the task is either started or completed from the Work List.
  • Plan– When a tag with this tag type is assigned to a task, tasks are grouped for reporting and organizational purposes.
  • Security – When a tag with this tag type is assigned to a task, any users assigned to the tag are assigned to the associated task.

Tags can be assigned to multiple tasks. Refer to Assign a Tag to a Task for more information.

Tags can be assigned to tasks in two ways:

  1. To assign a tag to several tasks, use the options under Configuration > Tag Type.  
  2. To assign multiple tags to a single task, use the options accessed from Project > Plans > Tasks > Assign Tags.

NOTE: Tags can only be applied to Plan Tasks. They cannot be applied to Work List Items added via the Work List Setup page.

To work with tags: