The main objective of ClickUp is to make your workplace more organized and convenient. The tag functionality allows users to group, filter, and manage tasks in their preferred way. Tags allow you to quickly share task information across your workspace, improving the overall workflow. If you’re wondering how to use tags in ClickUp, read our guide.
In this article, we’ll explain why you need to use tags in ClickUp, and how to add them to your tasks. Additionally, we’ll explain how to manage existing tags and answer some of the most popular questions related to the topic.
Why Use Tags in ClickUp?
Tags are used for organizing your tasks in the most convenient order. You can filter, view, and manage tasks that are related but don’t have a certain location in ClickUp. There are no specific ways tags should be used – it’s up to every user to decide how to implement them. However, it’s better if your whole team is aware of when, why, and which tags you use. For instance, you can mark which tasks have to be done urgently. In other words, tags in ClickUp work as keywords that help you navigate, define the status of your tasks, and share information with your colleagues.
How to Add Tags in ClickUp?
The process of adding tags in ClickUp is very straightforward. Find instructions for your device in this section.
On Windows 10
If you’re using ClickUp on a Windows PC, follow the steps below to add tags to your tasks:
- Open ClickUp and navigate to Settings.
- From the left sidebar, select “Spaces.”
- Click the tag icon to enable tags in your Spaces.
- Navigate back to your tasks and find the one you wish to tag. You can do this via task, board, or list views – the task location doesn’t change the next steps.
- Click the tag icon next to the task description.
- Select a tag among existing or type in a new tag. It will be added instantly.
On Mac
Adding tasks on a Mac is no different from adding them on a Windows device. Follow the instructions below:
- Open ClickUp and navigate to Settings.
- From the left sidebar, select “Spaces.”
- Click the tag icon to enable tags in your Spaces.
- Navigate back to your tasks and find the one you wish to tag. You can do this via task, board, or list views – the task location doesn’t change the next steps.
- Click the tag icon next to the task description.
- Select a tag among existing or type in a new tag. It will be added instantly.
On Android
ClickUp mobile app features the same tag functionality as the desktop version. To add a tag to your task using an Android phone, follow the steps below:
- Open ClickUp and navigate to Settings.
- From the sidebar, select “Spaces.”
- Tap the tag icon to enable tags in your Spaces.
- Navigate back to your tasks and find the one you wish to tag. You can do this via task, board, or list views – the task location doesn’t change the next steps.
- Tap the tag icon next to the task description.
- Select a tag among existing or type in a new tag. It will be added instantly.
On iPhone
Here’s how to add tags in the ClickUp iOS app:
- Open ClickUp and navigate to Settings.
- From the sidebar, select “Spaces.”
- Tap the tag icon to enable tags in your Spaces.
- Navigate back to your tasks and find the one you wish to tag. You can do this via task, board, or list views – the task location doesn’t change the next steps.
- Tap the tag icon next to the task description.
- Select a tag among existing or type in a new tag. It will be added instantly.
How to Manage Tags in ClickUp?
You can rename, delete, and change tag color in a couple of clicks. To do that, follow the steps below:
- Open ClickUp and navigate to your tasks.
- Click the tag icon next to any of your tasks – this will open a list of all the tags within your Space.
- Hover your mouse over the tag you wish to edit.
- Select “Rename” from the dropdown menu to change the tag’s name. Type in a new tag and hit “Enter.” The changes will apply instantly.
- Select “Delete” to permanently delete a tag from your Space.
- Optionally, click “Change color” and select the color you prefer. To view more options, click the dropper icon.
Are Tags in ClickUp Global?
Tags in ClickUp are added at the Space level. Thus, if you have several spaces on ClickUp, your tags will only be visible in the Space they’re implemented in. If you move a tagged task to another Space, the tag will also get moved automatically.
Frequently Asked Questions
Now that you know how to use tags in ClickUp, you may want to find out more about the topic. In this section, we’ll answer some of the most common questions.
ClickUp Tags vs. Labels
Labels in ClickUp contain the general task or list information. They reflect the topic of grouped items and are always visible. Tags, on the other hand, are optional and can be hidden. They normally contain information that describes the current status of a task and may indicate it to other users. Tags can also be used for filtering your tasks.
How to Remove Tags in ClickUp?
There’s a big difference between removing and deleting a tag in ClickUp. While “removing” a tag means untagging a specific task, “deleting” means that a tag is entirely deleted from the Space. To simply untag a task, follow the steps below:
1. Open ClickUp and find a task you wish to untag. This can be done via a list, board, or any other view.
2. Click the tag icon next to the task description.
3. Hover your cursor over the tag you wish to remove. A cross icon should appear next to it.
4. Click the cross icon. The tag will be removed instantly.
Organization Is a Must
Hopefully, our guide has convinced you that tags are an essential feature for keeping your workflow organized. Tags may noticeably reduce the time spent searching for tasks. By developing a strict tag structure that’s used across all your workspace, you can significantly improve the overall work efficiency.
Do you mainly use ClickUp tags for communication, filtering, or another purpose? Share your experiences in the comments section below.
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