Tags (Global Picklist) in Task Assignments


Tags (Global Picklist) are picklists that are not specific to a single object in Salesforce. They can be used across multiple objects, such as Accounts, Leads, Opportunities, or any custom object.


Default Tags for Task Assignments

  • The development tag can be set when the assigned task is in progress, 
  • The testing can be set when the users are working on the assigned task and it is almost complete.

After tasks are assigned, you can add tags from the Board screen to track the task's current status.


How to Add Tags to Assigned Tasks

  1. Go to the Board screen.
  2. Click the Edit button (pencil icon) on the task tile.
  3. Add the Development or Testing tag based on the task’s status.
  4. Click Save to apply the changes.
  5. The tags will now be visible on the task.
  6. Once the task is completed, mark it as done.

Important Notes

  • The default tags in the Project Management module are Development and Testing.
  • If you need additional tags, contact your Salesforce Administrator to have them added from the backend.
  • Currently, the Project Management module does not support adding new tags from the front end. However, this feature will be included in a future upgrade of the TimeTracker application.