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Using Tags to Organize Work

Note: Parts of this feature are only accessible to Account Admins and Owners only.
Note: This feature is only accessible to Account Owners only.

After creating projects and mailboxes, you might want to organize your work further. Tags are a simple convention that everyone understand and a great way to keep things organize. Any task or conversation can be tagged and filtered by those tags.

Adding Tags

Adding tags to your work is easy. Navigate to the task or conversation you'd like to tag and enter the tags you'd like to add. Existing tags will be suggested as you type or you can add a new tag on the fly.

Enter tags here.

You can also use Bulk Edit to add tags to a group of tasks or conversations. Just select the group you'd like to add tags to and click Bulk Edit.

Select a group and click Bulk Edit.

Filtering with Tags

Once you've tagged your work, you can use DoneDone simple filters to view your work by Tag.

After navigating to a project or mailbox, you can use the tag filter above your list to either include or exclude tags.

Include or exclude tags.

When more complex filtering is needed, create a Custom Filter of your own that can be used in the future to filter your lists by tags or any other attribute you need.

Michael Sanders
Last updated: 
October 18, 2021