Using Tags to Categorize Tasks

Tags are color-coded labels that help you categorize and filter tasks. Using tags effectively can dramatically improve how you organize and find tasks in PawPlacer.

Understanding Tags

Tags in PawPlacer:

• Are specific to each board (tags from one board won't appear on another)
• Have both a name and a color
• Can be applied to multiple tasks
• Can be used to filter the board view
• Help visually identify task types at a glance

Creating New Tags

To create a new tag:

1. Click the tag filter dropdown at the top of your board
2. Select "Create a Tag" at the bottom of the dropdown
3. In the dialog that appears:

• Enter a name for your tag
• Select a color from the available options

4. Click "Create a Tag"

Alternatively, you can create tags while adding or editing a task:

1. Open the task creation or edit form
2. Click in the tags field
3. Select "Create a Tag" from the dropdown
4. Follow the same steps as above

Applying Tags to Tasks

To add tags to a task:

1. Open a task by clicking on it
2. Click in the tags field
3. Select one or more tags from the dropdown
4. Click "Update Task" to save

You can also add tags when first creating a task.

Editing Existing Tags

To modify a tag:

1. Click the tag filter dropdown at the top of your board
2. Find the tag you want to edit
3. Click the three dots (⋮) next to it
4. In the dialog that appears:

• Change the tag name
• Select a different color

5. Click "Update"

When you edit a tag, the change applies to all tasks using that tag.

Deleting Tags

To remove a tag from your system:

1. Click the tag filter dropdown
2. Find the tag you want to delete
3. Click the three dots (⋮) next to it
4. Click the trash icon
5. Confirm deletion when prompted

Note: Deleting a tag removes it from all tasks that were using it.

Filtering by Tags

One of the most powerful features of tags is the ability to filter your board:

1. Click the tag filter dropdown at the top of your board
2. Select one or more tags
3. The board will update to show only tasks with those tags
4. To clear filters, click the tag dropdown again and deselect all tags

Recommended Tag Systems

Here are some effective tagging strategies:

Priority System

• Urgent (Red)
• High (Orange)
• Medium (Yellow)
• Low (Green)

Type of Work

• Medical (Green)
• Behavioral (Purple)
• Administrative (Gray)
• Events (Blue)
• Facilities (Brown)

Status Indicators

• Blocked (Red)
• Needs Review (Yellow)
• In Progress (Blue)
• Ready (Green)

For Animal Shelters

• Dog (Blue)
• Cat (Purple)
• Small Animal (Green)
• Wildlife (Orange)
• Bird (Yellow)

Tag Best Practices

• Use consistent naming conventions across your tags
• Limit the number of tags to avoid overwhelming your system (10-15 is typically manageable)
• Choose colors that make sense to your team (e.g., red for urgent items)
• Regularly review and clean up unused tags
• Establish tag guidelines with your team to ensure everyone uses them consistently
• Combine tags (like "Urgent" + "Medical") to create more specific categories

Effective use of tags will make your task board much more powerful and help your team quickly find and prioritize the right tasks.