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How to create Tags in Tasks

Written by Adam Bragg

Tags can be added at any time to support your clinic's workflows. Learn how to create a new tag.


Who can create and edit Tags in Tasks

Only users with the Owner and Admin roles can create new tags.

How to create a new tag

  1. Open Tasks

  2. Start a new task (or open an existing one)

  3. Click the Tag dropdown

  4. Select Edit tags

  5. Click Create a new tag, name it, pick a color, and save

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