Task Tags

Task Tags is the company's list of tags, such as Appeals or Property. A template author gives the tasks of a template tags from this list, so that work of one kind can be found together across departments and templates. A company administrator keeps the list: adds tags, renames them and retires them.

In the left menu, open WorkFlow PM and select Workflow Templates. At the top right, select Task tags. The button shows only to company administrators.

The line under the title counts the tags in the list. A company administrator also sees New tag. Below it, Show retired adds the retired tags to the list, last and in gray.

• Add a tag: select New tag, type the Tag name and select Add tag.
• Rename a tag: select Rename on its row, change the Tag name and select Save.
• Retire a tag: select Retire on its row. The window asks “Retire this tag?” Select Retire. A message at the bottom right says the tag is retired.
• Give a template's tasks tags: Tag a template's tasks.
• See the open tasks that carry a tag, on your Dashboard: Add Workflow widgets to your Dashboard.

A company administrator sees the list and adds, renames and retires tags. Anyone else who opens the screen sees no list, and a message at the bottom right says “Company administrators keep the tag list. To have a tag added or changed, ask one of them.” A department manager still gives tags to the tasks of the department's templates: see Who can see and do what.

• Two tags in the list cannot have the same name, in capitals or not. The name of a retired tag can be used again.
• A tag name has up to 60 characters, on one line.
• A tag still on a task cannot be retired. A message at the bottom right says how many tasks carry it and on which templates. Take the tag off those tasks first, on each template's Tasks page.
• A tag is never deleted. A retired tag keeps its name, and no task picker offers it.