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.