Tags

What This Does

Tags are labels that can be assigned to clients and task types to link them together. They act as a mediator — when a tag is assigned to both a client and a task type, the software knows that task applies to that client and will create recurring tasks accordingly.

How Tags Work as a Mediator

1. Create a tag (e.g. "Accounting")
2. Assign the tag to the task type under Settings → Tasks
3. Assign the same tag to each client who needs that task
4. The software matches clients and task types with the same tag and creates recurring tasks for those clients automatically

Alternative: Instead of using tags, you can go directly to the client's Tasks Applicable tab and enable the task manually for that client.

The Tags List

• Search — by Tag Name or Tag Description
• Show Inactive Tags — checkbox to view deactivated tags
• Paginated — 10, 25, 50, or 100 per page

Adding a Tag

1. Click + Add Tag.
2. Fill in the form:

1. Click Save.

Tip: To create multiple tags at once, enter each tag name on a new line.

Editing a Tag

Click directly on the Tag Name in the list to edit it inline, or use the Edit option in the Actions menu.

Actions

Related Articles

• Add Clients
• Settings — Recurring Tasks
• Tasks