What you need to know
A tag puts a template's task in a group with other tasks, such as all the appeal work. You pick tags from the company's list on the template's Tasks page. A tag belongs to the task in every version of its template, so you can tag the tasks of a published version, and the change reaches work that is running now. You need to be a department manager or a company administrator.
Before you start
- The tag must be in the company's list. A company administrator adds it on Task Tags.
- Choose the version to open. Any version shows the same tags on the same task.
What to do
- On Workflow Templates, select the template's row.
- In Versions, open a version, and select Tasks in the left menu.
- On the task's row, select Tags and pick a tag from the list. Pick again to add more. To take a tag off, select the x on it, or pick it again.
Confirm it worked
The tags show on the task's row, and each change saves at once. Open another version of the template: the same task shows the same tags. On Task Tags, the Used column counts the task.
Good to know
When you revise the template, the new draft keeps the tags of its tasks. A copy to a new template starts with no tags: tag its tasks there if you want them.If it did not work
- Tags is grayed out: your role does not let you change this template. See Who can see and do what.
- The list says “The tag list has no tags yet”, or the tag you want is not in it: ask a company administrator to add it.
- A message says “A tag you picked is no longer in the tag list. Reload the page and pick again.” A company administrator retired that tag at the same moment.