Project task management: priorities become tasks
In GroupCamp’s latest version, we have replaced priorities with tags. Tags as opposed to priorities work across all projects. Following this release, you might need to address the following items or issues.
Due to the fact that a tag is available across all projects, you might need to manage duplicates.
Also you may need to decide which users based on their roles are allowed to manage tags.
NOTE: following this update, only users with the Administrator role can use or edit tags. People with other roles (Manager, Users, Guests) do not have access to tags. This will allow you to manage and merge duplicates before giving access to tags to all users within the account.
Managing and merging tags
If you were using priorities in a project in the Tasks application, those priorities are now tags and therefore are visible in all projects.
So if you had a tag called ‘design’ in one project and another one called ‘Design’ in another one, you would now have 2 tags serving the same purpose and should probably be merged.
To merge tags click on the + icon next to the tag then click on the merge icon in the pop-up as shown on the first screenshot. Once you click on OK, a single tag is kept and can be used in all projects.
Giving access to tags in application settings.
Once your new tag list has been cleaned up, go to the new Settings page to manage access to tags by choosing who can view and manage them.
To manage application settings for Tasks go to the Project Menu in the left sidebar then click on Tasks.
If your account is in Plan FREE, START or PLUS
Move down the page to reach the TAGS settings page (see Picture 2 above)
If you account is in plans Best or Max
Click on the Global Settings link (See Picture 3 above)
You may then decide who to authorize for each action based on their roles :
- Create, edit or delete tags.
- Add or remove tags on tasks.
- Visibility of tags. Tags are visible in tasks in all projects of which a user is a member. Users can therefore search for any tag in the tag cloud.
Please note that if you authorize a guest to see tags, they will also see tags which are not used in their projects.
Note also that you may also decide not to use tags in your account.
In plans Best & Max in the Project Settings section, you have the option to choose to use tags on a per project basis.
Finally, the great value of making tags available across all projects now allows you to filter your Tasks view in the Dashboard by using tags
We hope you enjoy the new tag feature in Tasks.
The GroupCamp team