When juggling multiple tasks across different stages of a project, staying organized is essential. Tags are a powerful tool that can bring structure to your workflow, helping you quickly identify, categorize, and prioritize tasks.

Whether you’re managing design mockups, backend development, or testing stages, tags make it easier to focus on what matters most.

Here’s how you can use tags to streamline your project management:

How Tags Work in Task Cards

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Tags act like visual markers, giving you instant insights into a task’s category or status. Here’s how you can apply them to individual task cards:

1. Open the Task Card: Select the task card you want to categorize.
2. Set Tags:  Click on the Tags section in the card details. From here, you can choose from existing tags or create a new one.
3. Visual Cues: Once applied, the tag appears at the top of the task card, providing an at-a-glance indicator of its category or priority.

Pro Tip: Use consistent color coding for tags to make it easy to distinguish between categories, like green for “backend” tasks or blue for “design.”

How to Create Custom Tags

Custom tags allow you to tailor categorization to your team’s needs. Here’s how you can create tags:

1. Access Tag Settings: Go to the Settings tab of your board and select Tags.
2. Add a New Tag: Click on the + Add New Tag option. Give your tag a name that reflects its purpose, like “urgent,” “mockups,” or “pending.”
3. Pick a Color: Choose a color to make your tag visually distinct.
4. Save and Apply: Save the tag, and it’s ready to be used across your board.

Pro Tip: Keep tag names short and intuitive. This ensures everyone on your team can easily understand and use them effectively.

Benefits of Using Tags

• Effortless Task Categorization: Tags help you group related tasks, making it easier to filter and locate them.
• Enhanced Focus: Highlight tasks that need immediate attention or belong to a specific category.
• Team Clarity: Ensure everyone on the team understands the task’s purpose at a glance.

Wrap-Up

Tags are more than just labels, they’re a way to simplify and enhance your task management. By using tags effectively, you can categorize, prioritize, and focus on tasks with ease, keeping your team aligned and productive.

Managing projects efficiently starts with a well-organized workflow. Breaking down your tasks into clearly defined stages can help you and your team stay aligned and productive. A structured workflow makes it easier to track progress, identify bottlenecks, and prioritize tasks effectively.

Let’s dive into how you can set up columns in your task board to maximize efficiency using the example board provided.

Why Columns Matter in Task Management

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Columns are the backbone of your workflow. Each column represents a stage in your project, helping you visualize the flow of tasks from start to finish. The key is to ensure that your columns align with the nature of your project and the way your team works.

Steps to Set Up Workflow Columns

1. Define Your Workflow Stages

While defining Workflow Stages. think about the natural progression of your tasks.

For example:

1. Project Strategy: For initial planning stages, such as defining requirements or setting goals.
2. Project Design: Tasks related to visual and structural planning, like logo design or layout creation.
3. Project Development: For execution phases like coding or creating functionalities.
4. Testing: For ensuring everything works as expected before launching.
5. Completed: A final stage to send tasks that are fully done.

2. Translate Stages into Columns

Once your workflow stages are defined, turn them into columns on your task board. Start with broad categories and refine them as you better understand your team’s needs.

For example:

• You can begin with essential columns like “To Do,” “In Progress,” and “Completed” to establish the basic flow.
• Gradually expand these into more specific columns aligned with your workflow stages, such as “Project Strategy,” “Project Design,” “Project Development,” and “Testing”.

This approach ensures your columns are intuitive, adaptable, and tailored to the natural progression of your tasks

3. Use Columns for Specialized Needs

Consider creating columns that add value to your workflow:

• Backlog: A space for tasks that are planned but not yet ready to enter the main workflow. This helps prioritize tasks when the team is ready to take on more work while keeping the active columns clean and focused.
• Resources: A column to store links, documents, or other materials that support your tasks. This makes it easy for the team to access everything they need without cluttering individual task cards.

4. Remember To Keep it Simple and Intuitive

• Avoid overloading your board with too many columns. Aim for clarity and simplicity so your team can easily follow the workflow.

Conclusion

A well-organized workflow begins with thoughtful column setup. By tailoring your columns to reflect your project’s natural stages and including supportive columns you can improve team efficiency and maintain clarity in your process. Start organizing your workflow today and experience the benefits!

Keeping tasks organized is essential for smooth workflows, especially when managing a high volume of items. Task numbering can add clarity and make referencing specific tasks more efficient. But manually numbering tasks? That’s time-consuming and prone to errors.

This is where Auto-Numbering comes in. With this feature, each task card is automatically assigned a unique number as soon as it’s created, ensuring every task is identifiable at a glance.

Let’s dive into how auto-numbering works and how you can enable it to streamline your projects.

What Is Auto-Numbering?

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Auto-numbering assigns a sequential number to each new task card on a board. This numbering is unique to the board and helps teams quickly refer to tasks in discussions, reports, or updates without confusion.

How to Enable Auto-Numbering

1. Access Board Settings: Click on the gear icon in the top-right corner of the board to open the settings menu.
2. Enable the Option: Under the Settings tab, toggle the Auto-Numbering of Tasks option to activate it.
3. See It in Action: From now on, every new task card created on the board will automatically display a unique number in the title area.

Why Auto-Numbering Matters

• Quick Task Reference: Numbers make it easier to reference specific tasks during meetings or while collaborating with teammates.
• Clear Communication: Instead of describing tasks in detail, simply refer to them by their assigned number for faster communication.
• Efficient Organization: Task numbering adds an extra layer of structure to your board, making it easier to track and manage.

Real-Life Applications

• Project Reporting: Quickly list task numbers in updates or documentation for clarity.
• Team Discussions: Refer to tasks by their number during team meetings to avoid confusion.
• Progress Tracking: Easily identify which numbered tasks are completed or still in progress.

Conclusion

Auto-numbering brings simplicity and order to task management, eliminating the hassle of manually keeping track of task identifiers. Whether you’re managing a complex project or a small workflow, this feature ensures every task is easily recognizable and trackable.