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.