Teams & Tags

Teams and tags can be added to tasks, opportunities and projects. This page covers how to add and remove tags and teams.

Teams

Any number of teams can be added to tasks, opportunities or projects. Once added, any person in the team can view the item in their task list with the "Your team items" filter selected.

Tasks and opportunities can also have an individual assigned alongside the team. By default, this will be the person who created the item.

Tags

Any number of tags can bee added to tasks, opportunities or projects. You can select a tag from a pre-defined list which is set and managed by admins.

Tags are managed by Admins in the admin settings. Admins are able to add, edit and remove tags.

Editing

Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See the example below:

An example of adding a removing tags.