Tasks · Article 12 of 12

Tasks by tag

Tags are one of the most useful tools for organising and working your queue. They let you categorise tasks, filter down to specific work, and set up automatic routing.

Filtering your queue by tag

Use the Tags filter in the task queue. Click, choose a tag, and the queue updates instantly. The dropdown also includes Untagged — useful for finding tasks that have slipped through without a category.

The tag filter selects one tag at a time. For multiple specific tags, apply one at a time or use search and other filters to narrow further.

Adding and removing tags on tasks

You can apply multiple tags to a single task.

The "Untagged" filter

Tasks with no tags can be harder to route and prioritise. Regularly filtering for Untagged is a useful housekeeping habit — catches tasks that need a category before they get lost.

How tags drive automatic task routing

Tags are the key input for tag assignment rules, which automatically route tasks to specific team members. A rule links a tag to a user (with optional complexity range and maximum task count).

When a team member requests new work, the system scans for unassigned tasks matching their rules. See Tag assignment rules.

System tag behaviours

Some tags are applied automatically and have specific behaviours:

TagApplied whenBehaviour
invoiceEmail is identified as containing an invoiceTriggers invoice extraction and automation processing
onboardingTask is created during customer onboardingTriggers onboarding-specific automations on completion
duplicateSame file submitted more than onceAlerts the team — check the parent task before processing
budget_alertCustomer's budget reached a thresholdFlags the task for review

For a complete reference of default tags, see Default tag library. For workflow-triggering system tags see System tags reference.