Client Tag and Task Tag columns can now be added to the Tasks List. These columns let you quickly filter work by client-level tags or task-level tags to streamline task review and workload segmentation.
Client tags must be managed from the client record. Task tags can be created, added, or removed directly from the Tasks List, the task workspace, or within task templates.
Why it Matters
Tags allow firms to segment work faster—especially during high-volume periods like tax season. You can group tasks by client attributes (e.g., 1099, Monthly Bookkeeping, High-Priority) or by task attributes (e.g., Q4, Review Needed).
Table of Contents
Add Client Tags and Task Tags Columns to the Tasks List
Click the Work tab in the global navigation bar.
Select Tasks List from the menu.
In the Tasks List, click the three-dot icon in the upper-right corner.
Select Customize task list.
Toggle on Client tags and/or Task tags.
Click Save and close.
Heads Up! Client tags cannot be edited from the Tasks List. To update client tags, open the client record and modify tags from there.
👉 Learn more about Client Tags here!
Add or Remove Task Tags From the Tasks List
You can update task tags individually or in bulk.
Right-click a single task
Right-click the task.
Select Edit task tags.
In the modal, choose Add tags or Remove tags.
To add tags:
Type a new tag into the Add tags field, then click Done, or
Click into the field and select existing tags.
Select multiple tags as needed.
Click Apply to update tags.
Bulk-edit task tags
Shift-click or checkbox-select multiple tasks.
Right-click to open the options menu.
Select Edit task tags.
Follow the same Add/Remove steps above.
Add or Remove Task Tags in the Task Workspace
Click the task name in the Tasks List.
Click the three-dot icon in the upper-right corner and select Edit.
Scroll to the Task Tags section.
Click into the field to add new or existing tags.
Click the x next to any tag to remove it.
Click it the task field and select tags to add, then click Done.
Click Save changes.
Add Task Tags When Creating a New Task
Click the Global Plus icon in the navigation bar.
Select Create Task.
In the Task Tags section, add tags as needed.
Finish building out the task.
Click Create and manage or Create and save.
Add Task Tags to Task Templates
Click the Templates tab in the global navigation bar.
Select Task to open task templates.
Create a new template or open an existing one.
Scroll to the Task Tags section.
Click into the field to add relevant tags, then click Done.
Click the x next to any tag to remove it.
Manage Task Tags
You can create, edit, and organize all task tags from the Manage Tags page.
Click the Profile icon > Settings.
Select the Tags tab > Task tags.
Click + Create Tags to add new tags.
Enter a tag name.
Click the + icon to add another tag field and enter an additional name.
Add as many tag names as needed.
Click the trash icon to delete a tag field.
Click Save to create the tags.
To edit existing tags, click the checkbox next to the tag.
Click the edit icon to update the tag name.
Click the trash icon to delete the tag.
The Manage Tags page includes built-in filters to help you organize your tag library:
Alphabetical order
Number of tasks using the tag
Created by (tag owner)
Summary
The new Client Tags and Task Tags columns make it easier to group, filter, and prioritize work across your firm. Client tags are view-only from the Tasks List and must be edited in the client record. Task tags are fully editable from the Tasks List, task workspace, new task creation flow, and templates—giving your team flexible control over task organization.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.