Task tags are customizable labels that you can assign to tasks within Lawcus. They allow you to categorize tasks based on type, urgency, client, department, or any other criteria that suit your workflow. Think of them as digital sticky notes that help you quickly identify and filter tasks.
Method 1. How to Create Task Tags From Settings?
Click on the
User Avatarand selectSettings.Expand
Firm Settingsand click onTag Managementand selectTask Tags.Add the name of the tag within
Tag namethe field and click onCreatebutton to save it. The color of the tags can be customised while creating or editing by clicking on the dropdown to choose the color.
Method 2: Steps to Create Task Tags from the Task Creation Page
When you start creating a new task or start editing an existing task, click on the "tags."
For New Tags, just
type the Tag Nameclick onEnterto create the new tag. Also, click on thedropdownnext to the tag name to apply any color of your choice to the tag.
Assigning Task Tags to the Task
Go to Task from the left-hand side panel
Open a task you want to add a tag to.
Type the name of the tag or select the one shown in the drop-down.
Save your changes.
Benefits of Using Task Tags
a. Enhanced Organization:
Tags allow you to group tasks by client, project type, or priority, making it easier to navigate through your task list.
b. Improved Filtering:
You can filter your tasks by tags to see all tasks related to a specific client, case, or priority level. This is particularly useful when managing multiple cases simultaneously.
c. Better Collaboration:
When working in a team, tags provide a consistent way to communicate task types or priorities. Everyone can quickly understand the context of a task without needing additional explanations.
d. Streamlined Reporting:
Tags can be used to generate reports and analytics, helping you identify where most of your time is being spent or which types of tasks are most frequent