Tagging on Projectbook
Articles on: Planner
Organizing and Visualizing your Workload Better:
Imagine your to-do list is like a massive library with books scattered all over the place. Tags act as bookmarks that help you organize these books into different sections. For instance, you can tag all your work-related tasks with a "Work" tag, personal chores with a "Home" tag, and perhaps urgent tasks with an "Urgent" tag.
With these tags, you can easily flip to the section you need without sifting through the entire library. It's like having a well-organized bookshelf in your mind, making it a breeze to find and manage your tasks.
- Adding a tag: When you add a tag, you’re labeling an item on your to do list with a keyword to make it easier to look up later.
- Color-coding & emojis: Assigning colors and emojis to each tag helps you quickly spot which tasks belong to what tag. They’re like little visual cues that make your task list a little more organized and fun!
Click on the sidebar icon located next to the Board view at the top of the screen to hide and unhide the Tags menu. From here you will see all of your tags and be able to filter your view by tags.
To add a tag, click on "Add a new tag" and type in the name of your new tag.
Choose a color for your tag to help you color code your tasks.
Select an corresponding emoji for your new tag.
Click out of the menu and your new tag will automatically save!
Note: Free users only have access to one tag, and Pro users are able to create up to 16 tags for their Planner. Tag names cannot repeat, so please be sure to keep each tag name unique!
To narrow down your view based on a tag (such as “home” or “project A”), check the tag that you’d like to view the tasks for. This will filter out any tasks associated with that tag while hiding the other tags on your list.
Decided you don’t need that tag anymore? When in the Tag menu, scroll down below the color selection menu and click on “delete tag” to remove it from your planner.
Note: Once a tag or task has been deleted, it is gone for good so please be careful!
Updated on: 12/20/2023
1. What's a tag?
Organizing and Visualizing your Workload Better:
Imagine your to-do list is like a massive library with books scattered all over the place. Tags act as bookmarks that help you organize these books into different sections. For instance, you can tag all your work-related tasks with a "Work" tag, personal chores with a "Home" tag, and perhaps urgent tasks with an "Urgent" tag.
With these tags, you can easily flip to the section you need without sifting through the entire library. It's like having a well-organized bookshelf in your mind, making it a breeze to find and manage your tasks.
- Adding a tag: When you add a tag, you’re labeling an item on your to do list with a keyword to make it easier to look up later.
- Color-coding & emojis: Assigning colors and emojis to each tag helps you quickly spot which tasks belong to what tag. They’re like little visual cues that make your task list a little more organized and fun!
Click on the sidebar icon located next to the Board view at the top of the screen to hide and unhide the Tags menu. From here you will see all of your tags and be able to filter your view by tags.
2. Add and edit a new tag
To add a tag, click on "Add a new tag" and type in the name of your new tag.
Choose a color for your tag to help you color code your tasks.
Select an corresponding emoji for your new tag.
Click out of the menu and your new tag will automatically save!
Note: Free users only have access to one tag, and Pro users are able to create up to 16 tags for their Planner. Tag names cannot repeat, so please be sure to keep each tag name unique!
3. Filtering your tasks with Tags
To narrow down your view based on a tag (such as “home” or “project A”), check the tag that you’d like to view the tasks for. This will filter out any tasks associated with that tag while hiding the other tags on your list.
5. Delete a Tag
Decided you don’t need that tag anymore? When in the Tag menu, scroll down below the color selection menu and click on “delete tag” to remove it from your planner.
Note: Once a tag or task has been deleted, it is gone for good so please be careful!
Updated on: 12/20/2023
Updated on: 08/23/2024
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