In this article, you will learn how to add tags to tasks.

Tasks is a Feature Center tool that allows you to simplify complex jobs and leads by breaking them down into smaller, more manageable parts. Tasks can be assigned to technicians, scheduled independently, and tracked with statuses so your team always knows what needs to be done and what’s already complete.

Workiz also allows you to apply tags to tasks, making it easy to organize, filter, and quickly find the work that matters most.

How to add tags to tasks

Jobs and leads share the same set of tags, so any tag can be used and shared across both. Tasks, however, have their own separate set of tags. The tags you create for tasks will only be available for tasks. 

1. Open the job or lead you want to edit
2. Select the Tasks tab
3. Create a new tag or edit an existing one
4. Under Tags, select Add tags
   
5. Create a new tag or select an existing one
   
6. Select Save

Using tags in the Tasks report

Tags are also available in the Tasks report, making it easy to view and organize your tasks at a glance.

The report includes a dedicated column for tags, allowing you to quickly see which tags are applied to each task. You can also filter the entire report by one or more tags to narrow down your results and focus on specific types of work.