Task Tags
In Lawmatics, task tags are instrumental in automating workflows by triggering specific actions when designated tasks are created or completed. This guide will walk you through the process of creating and utilizing task tags effectively.
Creating and Assigning Task Tags:
- Create a New Task:
- Navigate to the Tasks tab in the main side navigation.
- Click the Add Task button to initiate a new task.
- Assign Tags:
- In the task creation window, locate the Tags field.
- Begin typing the desired tag name.
- If the tag already exists, select it from the dropdown list.
- To create a new tag, type the name and select the option to create it.
Example: Assigning a "Welcome Gift" tag to a task for sending a welcome gift to a client.
Triggering Automations with Task Tags:
- Set Up an Automation:
- Navigate to the Automations tab in the main side navigation.
- Create a new automation or edit an existing one.
- Define Entry Conditions:
- Click on the Entry Conditions box within the automation.
- From the right-side menu, select Task Activity.
- Choose the specific task activity (e.g., task completion) and select the corresponding tag that should trigger this automation.
Example: Triggering an automation when a task tagged with "Welcome Gift" is marked as completed.
- Add Action Items:
- Within the automation, add the necessary action items that should follow the triggering event.
- For instance, after the "Welcome Gift" task is completed, you might add a new task to confirm receipt of the gift, assigning it a "Welcome Gift Receipt" tag.
Managing Task Tags:
- Editing Tags:
- To edit a tag on an existing task, navigate to the task (via the calendar, tasks dashboard, or the matter's profile), and modify the tags as needed.
- Deleting Tags:
- Currently, to remove a tag from a task, you need to edit the task and delete the tag manually. Be cautious, as removing a tag will affect any automations linked to it.
FAQs
Are task tags different than my contact or matter tags?
Yes. Tagging your matters/contacts is useful for segmenting audiences and generating reports. These tags do not apply to tasks specifically. Task tags on the other hand, described in this article, are specifically used for triggering automations when certain tasks are completed or created.
Do I need to give every task a tag?
No, task tags are not required. You only need to tag your task if you will be using that task to trigger an automation.
I've already created a task and I forgot to give it a tag, can I go back and add one?
Yes, simply edit the task (either from the calendar, tasks dashboard, or the matter's profile) to add or edit any tags on that task.