Applying tags to threads
Label and filter your tasks and threads in GetBusy with useful tags to help you organise, prioritise and group your items and workload as you wish.
These tags are private in that they are only visible to you, and not to other participants or connections.
Using tags, you can categorise your tasks based on type, topic, function, action, priority, time they take, month/year, location, or many other ways, even emotion! 😃
Simply apply a tag when creating your thread from scratch using the 'Relates to...' control and select 'Tags'.
When applying Private tags, simply select one or more from the list.
You can apply and remove tags for existing threads by opening a thread for editing, changing as you wish and then re-saving.
Applying tags to documents
When uploading a new document to a connection (or editing document details) you may use the 'Relates to...' control in the same manner to apply a private tag to the document.
Viewing threads and documents by tag
Once you have tagged your threads and documents, you can view them in different ways.
- Navigate to a connection 'Overview' to search for threads and documents by tag.
- Groups of tagged threads can also be usefully found in 'Assigned to me', and only include threads that are currently assigned to you.
- Tagged threads viewed within the 'Smart views' area include all threads with the tag that you are participating in, no matter who they are assigned to.
Creating new tags
If you don't see the tag you are looking for, creating a new one is simple. Either use the 'Create new tag... button when applying existing tags, or alternatively, you can create your private tags from the 'Settings > Tags' screen by selecting the plus icon.
By default the new tag will be team visible, this can be changed to private using the drop down menu.
Be creative in how you organise your tasks to help you really focus or find what you need! 🤔
Here are some ideas on how you could use your tags:
See more examples of tags you could use here: https://www.getbusy.com/task-templates-and-lists
Read how else to organise and filter your threads:
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