Tasks: Adding and Using Tags

Adding Tags to Tasks

  • Go to the Tasks page.
  • Locate the Existing Tags on the left.
  • On the right is an Existing Tag (blue box) that's been applied to a Task.

Adding an Existing Tag to an Existing Task

  • Click on the Task Name, i.e., New MPD Appointment.
  • In bold, to the left of the task name, is the Task Type, i.e., Appointment.

  • In the Tags Field, type the first few letters of the Existing Tag.
  • Select the Existing Tag from the drop-down field, i.e., call this week.
  • Then click the Save button.

  • The Existing Tag is now attached to this Task.

Adding a New Tag to an Existing Task

  • Click on the Task Name.

  • In the Tags Field, type in the Tag Name, i.e., 2018 EOY Ask.
  • Set a Notification reminder prior to the due date and time.
  • Then click the Save button.

  • Now the New Tag appears in the Tags List (left) and is attached to the Task (right).

Adding New Tasks With Tags

  • Click on the Add Task button.

  • Add the Task Name, i.e., Send Initial Ask.
  • Click the drop-down to select an Action, i.e., Newsletter - Physical.
  • Set a Due Date and Time.
  • Set a Notification reminder prior to the due date and time.
  • In the Tags Field, type in the Tag Name, i.e., Christmas Campaign.
  • Press the Enter key and the text will turn into a New Tag.
  • Optional: Add a Comment, such as Create Follow-up Task.
  • Verify all the information is correct and click the Save button.

Organizing Contacts With Tasks

  • From the Tasks page, verify that the Tag Name, i.e., 2018 Christmas Card is listed.

  • Go to the Contacts page.
  • Choose a Filter for specific contacts, i.e., Partner - Financial.

  • Select All Contacts, i.e., 19 Selected.
  • Click on the Actions button.
  • Choose the Add Task option.

  • Add a Task Name, i.e., Mail Christmas Card.
  • Click the drop-down and select an Action, i.e., Newsletter - Physical.
  • Set a Due Date and Time.
  • The Contacts listed are from the Filter, Partner - Financial.

  • In the Tags Field, type the first few letters of the Existing Tag.
  • Select the Existing Tag from the drop-down field, i.e., 2018 Christmas Card.
  • Then click the Save button.

For each contact with Partner-Financial status: 

  • This New Task, Mail Christmas Card, has been created.
    • This new task is on the Tasks tab within the individual contact.

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