Step 1: Navigating to Task Tags

Navigate to Swiftly Workspace.

Step 2: What Are Task Tags?

Task Tags are customizable labels that can be applied to tasks, helping you visually classify and group them across different workflows.

Why use Task Tags?

• Enhance visibility by color-coding tasks

• Track statuses such as In Progress, Pending Review, Urgent

• Organize workload by theme, department, or workflow

• Simplify searching and filtering of task lists

• Improve clarity during project coordination and task handoffs

Step 3: Creating a New Task Tag

To add a new tag:

1. Click the “+” Add button at the top-right of the Task Tags panel.

2. A modal will appear prompting you to fill out the tag details.

Fill in the following fields:

• Active: Toggle this ON if the tag should be usable immediately

• Name: Type in the name of the tag

• 👉 Example: “Urgent” or “QA Required”

• Color: Choose from the available color palette

• 👉 Examples: Red for Urgent, Green for Complete, Blue for Info

1. Click Save to finalize your new tag.

Step 4: Managing Task Tags

Once created, tags can be:

• Assigned to tasks within project boards, tickets, or cases

• Filtered or searched to narrow down specific workflows

• Edited at any time to rename or change colors

• Deactivated by toggling off the Active switch (useful for phasing out obsolete tags without deleting them)

You’ve Now Successfully:

• Navigated to the Task Tags module

• Created a new, color-coded task tag

• Learned how Task Tags support better project tracking and task organization