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
- In the task list — click the Tags cell on any row to add or remove inline
- In the task detail view — use the tags selector in the properties panel
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:
| Tag | Applied when | Behaviour |
|---|---|---|
invoice | Email is identified as containing an invoice | Triggers invoice extraction and automation processing |
onboarding | Task is created during customer onboarding | Triggers onboarding-specific automations on completion |
duplicate | Same file submitted more than once | Alerts the team — check the parent task before processing |
budget_alert | Customer's budget reached a threshold | Flags the task for review |
For a complete reference of default tags, see Default tag library. For workflow-triggering system tags see System tags reference.