Task Tagging

Tag tasks to make sorting and organizing workflows on Capcade simple

Lisa van Oudtshoorn avatar
Written by Lisa van Oudtshoorn
Updated over a week ago

Tag tasks

Use tags to categorize and manage tasks, tagging tasks makes filtering and actioning activities simple and effective. You can tag a single task, or tag tasks with multi-select.

Create tags for your existing tasks

  1. Navigate to the relevant workspace and the task module you are looking for

  2. Locate the task you would like to tag

  3. Right click on the task name

  4. Click "Add tags"

  5. Alternatively, you can add tags in the following ways:

    1. Select the task by ticking the box next to the task name, followed by clicking on the action button (•••) and "Add tags"

    2. Click on the task name to open up the task details, followed by clicking "Add tags" at the top left under the task name

  6. Write any tag label(s) you wish and hit "return"/"enter" on your keyboard

  7. Click "Save"

You can add tags in the dialogue window when you create a new task.


View the tags associated with a task

  1. Navigate to the relevant workspace and the task module you are looking for

  2. Locate the task you would like to view the tag(s) on

  3. Click on the task to open the side navigation where you have a quick view of task details

  4. Tasks with tags will display below the deadline section above the reference section

  5. Alternatively, click on the task name to open up the task details

  6. You will see the tag(s) in the "Tags" section underneath the task description


Removing a tag from a task

  1. Navigate to the relevant workspace and the task module you are looking for

  2. Locate the task you would like to delete the tag(s) from

  3. Click on the task name to open up the task details

  4. You will see the tag(s) in the "Tags" section underneath the task description

  5. Click on the "x" on the right hand side of the tag to remove it from the task (refer to the screenshot in the previous section)


Filter for tasks using tags

Filtering tasks using tags within a workspace

  1. Navigate to the relevant workspace and the task module you are looking for

  2. At the top of the tasks module, under the "Tasks" heading, you will be able to filter for the relevant tag(s) you would like to search on

Filtering tasks using tags across all workspaces

You can filter for tasks using tags across all workspaces where you have task access.

  1. Navigate to the task manager by clicking "Tasks" on the left hand navigation pane of Capcade

  2. Under the "Tasks" heading, you will be able to filter for the relevant tag(s) you would like to search on


To learn more about tasks, visit our collection of articles!

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