Tags help you label tasks, so your team can filter, batch, and stay organized without changing how you write the task itself.
Who can create, edit, and delete Tags in Tasks
Only users with the Owner and Admin roles can create new tags or edit existing tags.
How to create a new Tag in Tasks
Open Tasks
Start a new task (or open an existing one)
Click the Tag dropdown
Select Edit tags
Click Create a new tag, name it, pick a color, and save
Editing Tags in Tasks
Tags help keep tasks organized and easy to find. If you'd like to update a tag name, you can edit it at any time from Tag Settings.
Steps to edit a Tag in Tasks
Open Tasks
Start a new task (or open an existing task)
Click the Tag dropdown
Select Edit tags
Find the tag you want to update
Update the tag name (and color, if needed), then Save
Changes apply clinic-wide — the updated tag will be available to everyone.
Deleting Tags in Tasks
If a tag is no longer needed (for example, you merged two workflows into one), you can delete it from the same Tag Settings screen.
Steps to delete a tag in Tasks
Open Tasks
Start a new task (or open an existing task)
Click the Tag dropdown
Select Edit tags
Find the tag you want to remove
Click Delete (trash icon), then confirm
Click Delete
