Add Tags to a Task (from the Employee Task Summary Subgrid)

Use the Employee Task Summary submodule to add tags to a task.

To use Employee Task Summary, you must have access to Scheduling as defined in User Access Rights under Settings.

To add tags to a task:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Employee Task Summary.
3. Apply filters to resource data.
   1. On the grid toolbar, click Filter .
   2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
4. In the grid, select any cell that contains the total number of tasks for a given period.
   WorkBook displays the Employee Task Summary subgrid.
5. In the subgrid, double-click the Tags cell and select from the options.