Task and Schedule Tags – Organize Your Work

Task and Schedule Tags help you categorize tasks and schedules using labels that make them easier to identify and manage.

Where to Find Task and Schedule Tags – Quick Access

1. Navigate to Settings.

2. Select Preferences.

3. Under Project & CRM Preferences, click Task And Schedule Tags.

What You Can Do Here

• Add Tags: Create reusable tags for tasks and schedules.

• Change Tag Colour: Assign colours to tags for better visibility.

• Delete Tags: Remove tags that are no longer required.

Using Tags in Tasks and Schedules

• Apply tags while creating or managing tasks and schedules.

• Use colour-coded tags to identify and organize work more easily.

Pro tip: Use consistent and meaningful tags to improve work organization and make important tasks and schedules easier to identify.