HydiHelp
Tasks

Tag a task

Admins & staff

Add tags to a task so you can group it and find it later.

Where:SidebarTasks

  1. Create a task, or open an existing one and select Edit.
  2. On the General tab, open Tags and choose one or more tags. In the wizard, Tags is on the Task Details step.
  3. To make a new tag, select + New tag, enter a name and select the tick icon. Then choose it in Tags.
  4. Select Create Task, Save Changes or Continue.
Good to know
  • A new tag is saved as soon as you select the tick icon, even if you never save the task.
  • Tags are shared across your business, and two tags cannot have the same name.
  • Use the Tag filter on the Tasks page to find tasks by tag.

Related

  • Find and filter tasksSearch the task list, or filter it by status, client, tag or overdue tasks.
  • Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
  • Edit a taskChange a task's details, due date or requirements after you have created it.

Add links to a task

Point the client to a website, as a plain link or a button, under the task description.

Edit a task

Change a task's details, due date or requirements after you have created it.