Task Categorization: Using Tags to Stay Organized

Technology

When juggling multiple tasks across different stages of a project, staying organized is essential. Tags are a powerful tool that can bring structure to your workflow, helping you quickly identify, categorize, and prioritize tasks.

Whether you’re managing design mockups, backend development, or testing stages, tags make it easier to focus on what matters most.

Here’s how you can use tags to streamline your project management:

How Tags Work in Task Cards

 

This Kerika task card shows how easily tags like "backend" and "design" can be applied for visual categorization. See how these colorful labels provide an instant understanding of the task's nature, helping teams stay organized and focused on what matters most.

Click Here To Preview These Tags

Tags act like visual markers, giving you instant insights into a task’s category or status. Here’s how you can apply them to individual task cards:

  1. Open the Task Card: Select the task card you want to categorize.
  2. Set Tags:  Click on the Tags section in the card details. From here, you can choose from existing tags or create a new one.
  3. Visual Cues: Once applied, the tag appears at the top of the task card, providing an at-a-glance indicator of its category or priority.

Pro Tip: Use consistent color coding for tags to make it easy to distinguish between categories, like green for “backend” tasks or blue for “design.”

How to Create Custom Tags

This Kerika settings panel illustrates the straightforward process of creating custom tags. See how easily you can add a new tag name and select a color to visually categorize your tasks according to your team's specific needs.

Custom tags allow you to tailor categorization to your team’s needs. Here’s how you can create tags:

  1. Access Tag Settings: Go to the Settings tab of your board and select Tags.
  2. Add a New Tag: Click on the + Add New Tag option. Give your tag a name that reflects its purpose, like “urgent,” “mockups,” or “pending.”
  3. Pick a Color: Choose a color to make your tag visually distinct.
  4. Save and Apply: Save the tag, and it’s ready to be used across your board.

Pro Tip: Keep tag names short and intuitive. This ensures everyone on your team can easily understand and use them effectively.

Benefits of Using Tags

  • Effortless Task Categorization: Tags help you group related tasks, making it easier to filter and locate them.
  • Enhanced Focus: Highlight tasks that need immediate attention or belong to a specific category.
  • Team Clarity: Ensure everyone on the team understands the task’s purpose at a glance.

Wrap-Up

Tags are more than just labels, they’re a way to simplify and enhance your task management. By using tags effectively, you can categorize, prioritize, and focus on tasks with ease, keeping your team aligned and productive.