Overview
Tags let you label and categorise tasks with coloured markers. Each tag has a name and a colour, making it easy to visually group related work across projects.
Key characteristics:
- Task-focused — Tags are applied to tasks, helping you organise and filter work by category, priority, or any scheme you choose.
- Colour-coded — Every tag has a colour, so you can spot categories at a glance in task lists and boards.
- Account-scoped — Tags are shared across your entire account. Any tag you create is available on any task in any project.
- Unique names — Each tag name must be unique within your account to avoid duplicates.
Creating Tags
Tags are managed from the tag editor, accessible when editing or viewing tasks.
Fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | A short label for the tag. Must be unique within the account. |
| Colour | Yes | A hex colour chosen from the available palette. |
Available Colours
Tags can use any of the following preset colours:
- Orange, Red, Blue, Olive, Pink, Gold, Dark Grey, Medium Grey, Light Grey
Once created, the tag appears as a coloured badge that can be applied to any task.
Applying Tags to Tasks
Tags are attached to tasks through the task form or task detail view.
- Select one or more tags from the tag picker when creating or editing a task.
- Tags appear as coloured badges on the task row in lists and boards.
- Removing a tag from a task does not delete the tag itself — it only removes the association.
Editing & Deleting Tags
Editing
You can rename a tag or change its colour from the tag editor. Changes apply everywhere the tag is used — all tasks with that tag will immediately reflect the new name or colour.
Deleting
Click the delete icon on a tag to remove it permanently. Deleting a tag removes it from all tasks it was applied to. This action cannot be undone.
Permissions
Tag management does not enforce role-based restrictions. All authenticated users within an account can create, edit, and delete tags, as well as apply and remove them from tasks.
| Action | All Roles |
|---|---|
| Create tags | Yes |
| Edit tags | Yes |
| Delete tags | Yes |
| Apply tags to tasks | Yes |
| Remove tags from tasks | Yes |
Key Notes
- Tags are shared across the entire account, so any changes affect all users.
- Although all users can manage tags, applying tags to a task still requires permission to edit that task.
- Tags are currently only available on tasks. Other record types (projects, invoices, etc.) do not support tagging.