How to Use Tags Effectively in Atarim
Seven things tags are genuinely good for — and the one thing to know before you name them.
Status and priority are fixed sets. Tags are yours to define, which is what makes them useful for everything those two can’t express — and what makes them easy to let sprawl.
Tags carry the context that status and priority can’t.
Status and priority are fixed sets. Tags are yours to define, which is what makes them useful for everything those two can’t express — and what makes them easy to let sprawl.
What Tags Are Good For
| Use | Example tags | Why it helps |
|---|---|---|
| Workflow stages beyond status | Client Review, Ready for QA, Needs Revision | Signals a dependency without changing the status. |
| Task type | Bug, Feature Request, Content Update | Makes the nature of work visible at a glance. |
| Stakeholder involvement | Marketing Team, Client Approval Needed | Shows who a task is waiting on. |
| Special flags | High Complexity, Requires Approval, Recurring | Draws attention to anything unusual. |
| Project components | Landing Page, Checkout Flow, SEO Audit | Groups work by area in a large project. |
| Automation triggers | Bugs, Urgent | A tag can start a workflow. |
| Strategic goals | Phase 1 Deliverable, Optional Feature | Keeps long-term objectives visible in daily work. |
Adding Tags to a Task
Tags carry what status and priority cannot — the component, the client, the release.
Instructions:
Tags are a paid feature. If the control is a locked badge rather than a tag field, your plan does not include them yet — the badge names the plan required, and only the workspace owner can change the subscription. If there is no control at all, your role does not carry the task tags permission.
Filtering by Tag
Filters stack, so tags earn their keep combined with status or assignee rather than used alone.
Instructions:
Driving Automation with Tags
A tag makes a convenient trigger because applying one is a deliberate act rather than a side effect of other work.
Instructions:
Keeping the Tag List Usable
FAQs
Can a task have several tags?
Yes. Apply as many as are genuinely useful.
Who can see tags?
Everyone collaborating on the project, including clients and guests. Guests can also change a task’s tags, so keep internal detail out of tag names.
Can I edit or delete tags?
You can change which tags sit on a task, from the task itself. What you cannot do is manage the tag list centrally — there is no tag management screen, and tags cannot be renamed or merged. To consolidate two near-duplicates, filter to one of them, select the tasks, and swap the tag using the bulk control.
Why can I not see the tags control?
Two things can hide it. Tags are a paid feature, so below the minimum plan you get a locked badge in its place that names the plan required, and only the workspace owner can change the subscription. Separately, if your role does not carry the task tags permission the control is not rendered at all — so if there is no badge either, it is your role rather than your plan.
How do I filter by tag?
Use the filter in the top bar of the Inbox or Board and select the tags you want.
Can tags trigger automation?
Yes. A tag being applied can start a workflow, and it’s also available as a webhook event.
How many tags should we have?
Few enough that everyone remembers them. If the picker needs scrolling, the list has outgrown its usefulness.
Common issues
- Near-duplicate tags everywhere — agree a shared list, then audit and remove the strays.
- A client mentioned a tag you meant internally — tags are visible to clients and guests. Use internal tasks or private notes instead.
- A guest changed a task’s tags — expected. Guests can edit tags on tasks they can see.
- A tag-triggered workflow isn’t firing — check the rule’s conditions match the tag name exactly.
- Filtering returns nothing — confirm the tag is applied to tasks in the project you’re viewing.
- Nobody applies tags consistently — the list is probably too long. Cut it back to the few that get filtered.
Conclusion
Tags carry the context status and priority can’t — dependencies, task types, components and strategic goals. The discipline is restraint: a short shared list that people actually filter by beats a comprehensive one nobody maintains.
And remember clients can see them. Name tags as though someone outside your team will read them, because they can. Discover Using Tags For Task Organization
Tips & best practices
- Keep the tag list short enough to remember.
- Agree a shared list so naming stays consistent.
- Combine tag filters with status, priority or assignee.
- Audit periodically and remove tags nobody filters by.
- Test tag-triggered automations before rolling them out.
- Write tag names as though a client will read them.