Tags for Tasks: Add, Remove, Edit, Delete
To learn about how to filter Contacts using Tags visit the Tags for Contacts: Add, Remove, Delete, Edit article.
The Task and Contact Tags are different from one another:
- If you add a tag to a Task it WILL NOT add that tag to any other tasks for that Contact
- If you add a tag to a Task it WILL NOT add that tag to a Contact
- If you add a tag to a Contact it WILL NOT add that tag to any tasks for that Contact
Add a Tag
To organize your tasks into specific groups by tags, you will first need to add tag(s).
Adding a Tag or Tags to a Single Task
- Go to the Tasks tab and Add Task or Log Task. Or, click on a task to "Eit Task".
- Add or edit any task details to fill the needed fields
- Where it says "Tags", type the name of the tag, and press enter.
- The new tag will appear on the specific listed Task under the Tags section in the Tasks tab of a A Contact's Page and on the min Tasks page. The Tag will also appear under the Tags Filters menu.
Adding a Tag or Tags to Multiple Tasks
You can also add a tag to multiple tasks at one time. To do this:
- Go to the Tasks tab.
- Apply any Filters needed to narrow your list.
- Click the checkbox to the left of each listed task to which you want to add the Tag
- Click on the Actions button, then Add Tags.
- After you add new tags, they will show up in the Tasks Filters Tag List.
Remove a Tag
Removing a Tag From an Individual Task
- From the Tasks page, Go to the Tasks tab and click on a task to “Edit Task”.
- Locate the Tag you want to remove and click on the X to the right
- Click “Save”
Removing a Tag or Tags from Multiple Tasks
- Select the Tasks from which you want to remove tags (highlighted in gray).
- Click on Actions.
- Select Remove Tag.
- Click on the Name of the Tag you want to remove.
Delete a Tag
Unlike removing a tag from an individual contact or multiple contacts, deleting a tag from MPDX is permanent and will remove it from all tasks.
- From the Tasks page, unhide Filters and locate the Tags section.
- Click on the X next to the Tag Name you wish to remove.
- The Deleted Tag will be removed from all contacts who had the tag.
Edit or Rename a Tag
To edit a tag name, you will actually need to add a new tag and then remove or delete the old tag.
- Unhide the Tasks Filters menu.
- Under the Tags Section, click on the Tag Name you want to edit.
- Click the checkbox at the top to Select All.
- Click on the Actions button.
- Select Add Tags.
- Create a New Tag, i.e., vancouver summer 2019, by typing in the Add a tag space.
- After typing the new tag name, press enter and click on Save.
- To delete the Old Tag i.e., vancouver summer 2018, click the “x” to the right.
Click to confirm when the Delete Tag pop-up appears to remove it.