Use Tags to organize your Notes, Tasks, and Files.
There are three ways you can add Tags:
- Click into the “Add Tags” area in the Note/Task/File detail window and start typing. Hit Enter/Return to save your Tag.
- Begin a Quick Note or Quick Task with the pound key (#). The first word following the pound key will convert into a tag. (Note: To create a multi-word tag, add dashes between words.)
- Open the “Info” option in the menu of the Note/Task/File detail window and click on “Add Tags” at the bottom of the window.
You can filter the contents a Workspace in the list view. To filter using multiple Tags, open your Tags window and, as you hover over each Tag, click on the check mark next to Tags you want to use. As you’re hovering, you will also see a down caret. Click on it to edit or delete a tag, or to exclude content with the tag.