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How to Assign Tags to Tasks in ClickUp

Tags are a great way to categorize and organize tasks in ClickUp. Here is a step-by-step guide on how to add tags to tasks:

What are Tags in ClickUp?

Tags allow you to mark tasks with keywords or phrases to categorize them. For example, you can tag tasks by:

  • Project phase (e.g. Planning, Development, Testing)
  • Task priority (e.g. High, Medium, Low)
  • Task type (e.g. Bug, Feature Request, Meeting)
  • Assignee or team (e.g. John, Marketing Team)

Benefits of using tags:

  • Quickly identify tasks belonging to a particular category
  • Filter tasks by tags to see only relevant items
  • Gain insights through tag-based reporting

How to Add Tags to Tasks

Follow these simple steps to start tagging your tasks:

1. Create Tags

First, you need to create the tags you want to use:

  • Go to Settings > Tags
  • Click Add Tag
  • Enter tag name and color
  • Click Create Tag

Repeat to make all the tags you need.

2. Apply Tags to Tasks

Now you can start tagging tasks:

  • Open any task
  • In the tags section, start typing to search for existing tags
  • Select the tags you want to apply
  • Hit enter after each tag

The tags will now appear below the task title.

Tip: You can also apply tags when creating a new task.

applying tags to tasks

3. Bulk Edit Tags

To save time, use bulk editing to tag multiple tasks at once:

  • Go to List view
  • Select all the tasks you want to tag
  • Click the tag icon at the top
  • Search for and select tags
  • Hit Apply

All selected tasks will now have the tag added!

Managing Tags in ClickUp

Here are some tips for managing your tags effectively:

  • Use consistent tag names e.g. bug, not BUG or bugs
  • Agree on tag meanings with your team to avoid confusion
  • Clean up unused tags periodically to keep your list organized
  • Restrict tag creation permissions so anyone can’t make tags

You can also merge tags that are duplicates.

Using Tags for Reporting & Filtering

Now that your tasks are nicely tagged, here is how to utilize tags further:

Reporting

  • Create tag-based custom charts in dashboards
  • Add tag charts to public dashboards to share status
  • See which tags are most used across your tasks

Filtering

  • Filter task list views by one or more tags
  • Create filtered views to instantly see tasks with certain tags
  • Search for tagged tasks using ClickUp’s global search

Tagging Best Practices

Follow these tag usage best practices:

  • Don’t go overboard with tags – keep your tagging scheme simple
  • Use tags for categorization – don’t try to include lots of metadata
  • Tags should supplement other ClickUp metadata like statuses, assignees etc.
  • Re-use tags frequently rather than creating many one-off tags
  • Review your tags regularly and clean up unused tags

Conclusion

Adding tags to ClickUp tasks takes just a few clicks but unlocks powerful organization and filtering capabilities.

Consistently tagging tasks enables better reporting on progress by various parameters. Your team can create shared views filtered by tag for better collaboration.

With an effective tagging scheme, you can eliminate task clutter and stay focused on what matters!

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