Tags are a great way to add additional information to your tasks. Sometimes they are referred to as Labels. They can be used for searching, prioritizing, organizing and keeping track of similar or related tasks across your projects. This article will show you how to use tags to their fullest potential.
Adding a tag
In order to add a tag to a task you will need to be viewing the task. One place to do this is from the task list section. Select the task that you want to tag from the task list. Then, in the upper right hand corner of the task, select the dropdown “Action” menu represented by 3 vertical dots. From the dropdown menu, select “Tags”.
If this is the first tag being assigned in your project, you will see a popup window where you can name your tag and select its color. Click on “Add tag” and your new tag will be assigned to your task.
Or, If you have already entered tags in your project, you will see a popup window with existing tags to select from. From here, you can also select “Add a new tag”.
Your new tag will be displayed underneath the task name in the task view. It will also be displayed in other areas of the BasicOps app, such as the Board view, List, Calendar, and your Home page. You can click on the tag itself to either edit, copy, or delete it. You can also click on the “Tags” icon to add new tags, or remove unneeded tags.
Filtering on tags
Once you have tagged tasks in your project, you might want to find all tasks with a specific tag. From the project view you can by clicking on the filter and selecting that tag. Or, from the task view you can filter across all projects for similarly tagged tasks.
In the first example below, there is only one task marked with the tag “Medium Priority" in the project. After filtering, it is the only task displayed in the project List View.
In this second example, we have many tasks with multiple tags. From the Tasks section, filtering on “Roadmap” and “Medium Priority” will display only those tasks with those tags.
Editing and deleting tags
If you find that you need to edit the name of a tag, change it’s color, or even delete it altogether, you just click on the tag itself. You will see all tasks that have that particular tag assigned.
Clicking the “Action” menu will then give you the option to either edit, copy, or delete the tag. Editing will allow you to change the name of the tag altogether or adjust the color if desired. Copying will copy the URL of the tag information page. Deleting will remove the tag completely across from all tasks.