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LB Geniebelt - How to use tags?
Paul Etienne avatar
Written by Paul Etienne
Updated over 10 months ago

Tags are a way for you to mark tasks with a criteria/keyword/data point of your choosing. Tags will then allow you to do the following:

  • You can use them to view specific tasks on a project.

  • You can use them to report on specific tasks across multiple projects.

  • You can use them to pass on important information to other project members.

Some examples of how companies use Tags are as following:

  • Tag tasks for the type of work/trade eg Electrical, Scaffolding.

  • Tag tasks by location eg Floor 1, Plot 3.

  • Tag tasks by type of problem eg Delivery, weather.

  • Tag tasks by material eg concrete, steel.


Creating Tags

You can add Tags in the Task side panel, within Table Editor, and through the Reimport excel/csv function.


Table editor:

Viewing Tags on a Project

Within each Task, tags will be shown on the right hand side panel. They are also visible on the Task on the web and mobile.

If you search for the Tag within the search field on top right corner of the Gantt Chart and Table Editor, we will show only those tasks with those Tags, giving you an easy overview.

Tags can also be used as a filter in Task Sheet.

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