Process Task Tags

Tags are colored labels for tasks. Once a task carries a tag, the tag’s colors follow it everywhere: task lists, dashboard table columns, and process calendars, where each instance’s tile takes the color of its current task’s tag. A good tag scheme gives you status-at-a-glance across the whole product.

Tags are managed under Administration > Processes > Process Tags, on the Process Task Tags page. The list previews each tag as a colored chip and shows its Tag Description and owner: an Account Level Tag is available to everyone, a Personal Tag only to its creator.

Create a tag

1. Click New Tag

2. Enter the Tag name and optionally a Description

3. Turn on Account level tag to make the tag available to everyone in your account; leave it off for a personal tag

4. Pick the Background color and Font color

5. Click the Save icon

Where tags are applied

• On template tasks in the designer, so every instance of that task starts tagged

• On individual tasks in a running process

• Automatically, by an automated action - see Auto-Applying or Replacing Task Tags

To remove tags, select them in the list and use the delete button.