Task Tags
Task Tags in LaunchBay
Task Tags in LaunchBay are a simple but powerful tool for organizing your work and automating key steps in your client workflows—especially during onboarding and other high-impact moments. By labeling tasks with consistent tags, you can filter tasks across projects, trigger automations, and give your team better visibility into what’s happening and what needs action.
How Task Tags Work
Task Tags are labels applied to individual tasks. They allow you to:
- Quickly identify the purpose of a task (e.g., contract, invoice, approval)
- Filter and sort tasks across all projects in the Task Dashboard
- Trigger automations when a tag is added or removed
Some common tag examples include:
- Contract – for tasks that involve document e-signatures
- Invoice – for payment request tasks
- Follow-Up – to prompt a check-in call task
- File Approval – to organize review workflows
Creating & Applying Task Tags
To create a Task Tag, go to Account Settings > Tags > Task Tags and add any tags your team wants to use consistently. Once created, Task Tags can be applied:
- To tasks inside any project or template
- Automatically through templates so every new project includes them
- On the fly, while editing or managing active tasks
From the Task Dashboard, your team can filter by tag to view all tasks of a certain type across all clients and projects.
Assigning Team Members with Tags
If you're on the Scale plan, Task Tags can do even more: you can assign a specific team member to any task that receives a certain tag. This helps eliminate manual task triage and ensures the right person is always responsible for the right type of work.
For example, you could set up a rule so that:
- Tasks tagged with "Contract" are automatically assigned to your Account Manager
- Tasks tagged "Follow-Up" are routed to your Support Lead
- Tasks tagged "Design Review" go directly to your Creative Director
Once this setting is configured in your tag management screen, LaunchBay will immediately update the task assignee the moment the tag is applied—whether it happens manually or through a template.
This feature is especially helpful in high-volume environments where quick response times and role clarity are essential.
🔈Note: The task tag assignment upgrade is only available on the LaunchBay Scale plan. To upgrade your plan or learn more about what's included, reach out to our support team.
Automating with Task Tags
Task Tags become even more powerful when paired with LaunchBay’s built-in automations.
You can create automation rules so that when a specific tag is added (or removed), LaunchBay takes action automatically. For example:
Adding the Follow-Up tag could trigger a new task that invites the client to book a check-in call—with your calendar embedded.
This saves your team time, improves follow-through, and ensures no client falls behind in the process. LaunchBay can even continue sending reminders until the follow-up task is completed.
Task Tags vs. Project Tags
While Task Tags and Project Tags sound similar, they serve very different purposes. Here’s a quick breakdown:
| Feature | Task Tags | Project Tags |
|---|---|---|
| Applied To | Individual tasks | Entire projects |
| Used For | Filtering task dashboards, organizing task types, triggering task-level automations | Segmenting projects, filtering project lists, triggering project-level automations |
| Examples | contract, invoice, approval, follow-up | onboarding, retainer-client, paused, new-lead |
| Where to Apply | Task composer or template editor | Project settings or template setup |
👋 tip: Use both Task and Project Tags together to fully streamline your workflow and automate follow-ups, reminders, and client communications.
Why Task Tags Matter
For high-volume teams, Task Tags offer an easy way to organize client tasks, standardize workflows across templates, and automate routine follow-ups—without adding complexity.
They help you:
- Keep tasks consistent across clients and services
- Quickly filter and find tasks that need attention
- Automate key parts of your workflow without extra tools
- Deliver faster, more proactive client service
Ready to get started? Head to Settings > Tags and build out the tags that support your onboarding, approval, and billing flows.