Why This Matters

Automations take repetitive work off your plate so your team can focus on selling and serving customers. Set it up once and let SubcontractorHub handle the busywork.

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.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

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.

Pro Tips

💡 Automation tip: Start simple and add complexity once you've confirmed the basic flow works.
🔄 Monitor it: Check your automation history to catch any failed runs early.
📋 Name clearly: Use descriptive names so your team knows what each automation does.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Automation not triggering	Check that the trigger conditions are met and the automation is turned on. Review the automation history for error details.

Last updated: 2026-07-23 · Source: How to Add Tags While Creating a Task in Automation?