With the Add Tags option under the Create Task action, users can add tags in the task subject and description. These tags pull information from project details, helping teams create clearer, more complete, and more context-ready tasks with less manual effort.
Follow the steps below to add tags while creating a task in automation.
Step 1: Click “Manage Database” and select “Database” from the dropdown.
Step 2: Click “Additional” and select “Automations” from the list.
Step 3: Click “Add” to create a new automation.
Step 4: Provide a title to the automation and click “Next”.
Step 5: Select a module from the list and click “Next”.
Step 6: Select the preferred job type from the list and click “Start Now!”.
Step 7: Click the “+” button beside “Add Start Trigger(s)”.
Step 8: Select a preferred trigger from the list. For this workflow, we have selected “What Stage Status Changes To”.
Step 9: Select a field from the list and click “Save” to continue.
Step 10: Click “Automation Ends Here”.
Step 11: Select “Create Task” from the list.
Step 12: Click “Add Tags” dropdown and select the preferred tags from the list. Click “Save” to finish the process.