* We would like to thank Cru for providing this article from their help library. This article has been reviewed and updated as needed to ensure it provides assistance for you and your Partner Essentials account. *
To learn about how to filter Contacts using Tags visit the Tags for Contacts: Add, Remove, Delete, Edit article.
The Task and Contact Tags are different from one another:
- If you add a tag to a Task it WILL NOT add that tag to any other tasks for that Contact
- If you add a tag to a Task it WILL NOT add that tag to a Contact
- If you add a tag to a Contact it WILL NOT add that tag to any tasks for that Contact
Add a Tag
To organize your tasks into specific groups by tags, you will first need to add tag(s).
Adding a Tag or Tags to a Single Task
- Go to the Tasks tab and Add Task or Log Task. Or, click on a task to "Edit Task".
- Add or edit any task details to fill the needed fields
- Where it says "Tags", type the name of the tag, and press enter.
- The new tag will appear on the specific listed Task under the Tags section in the Tasks tab of a Contact's Page and on the mini Tasks page. The Tag will also appear under the Tags Filters menu.
Adding a Tag or Tags to Multiple Tasks
You can also add a tag to multiple tasks at one time. To do this:
- Go to the Tasks tab.
- Apply any Filters needed to narrow your list.
- Click the checkbox to the left of each listed task to which you want to add the Tag
- Click on the Actions button, then Add Tags.
- After you add new tags, they will show up in the Tasks Filters Tag List.
Remove a Tag
Removing a Tag From an Individual Task
- From the Tasks page, Go to the Tasks tab and click on a task to “Edit Task”.
- Locate the Tag you want to remove and click on the X to the right
- Click “Save”
Removing a Tag or Tags from Multiple Tasks
- Select the Tasks from which you want to remove tags (highlighted in gray).
- Click on Actions.
- Select Remove Tag.
- Click on the Name of the Tag you want to remove.
Delete a Tag
Unlike removing a tag from an individual contact or multiple contacts, deleting a tag from MPDX is permanent and will remove it from all tasks.
- From the Tasks page, unhide Filters and locate the Tags section.
- Click on the X next to the Tag Name you wish to remove.
- The Deleted Tag will be removed from all contacts who had the tag.
Edit or Rename a Tag
To edit a tag name, you will actually need to add a new tag and then remove or delete the old tag.
- Unhide the Tasks Filters menu.
- Under the Tags Section, click on the Tag Name you want to edit.
- Click the checkbox at the top to Select All.
- Click on the Actions button.
- Select Add Tags.
- Create a New Tag, i.e., vancouver summer 2019, by typing in the Add a tag space.
- After typing the new tag name, press enter and click on Save.
- To delete the Old Tag i.e., vancouver summer 2018, click the “x” to the right.
Click to confirm when the Delete Tag pop-up appears to remove it.