Tags are a valuable resource of organization, which allows you quickly identify and manage the tasks of your interest in a given time. The tags have a very similar function to the identifying tabs in a book.

Tags are vital for an efficient organization. They are also very helpful when you need to search, filter and query tasks in a historical way, using combined criteria.

When processing a task, assign one or more tags, using a single keyword preceded by an identifying sign, commonly the pound (#). The tags are written after the name of the task.

@Office – PREPARE WEEKLY REPORT – #PlanXXX #Report

@Office – DESIGN BALANCED SCORECARD – #Development #Scorecard

It is advisable not to use more than three tags for cataloging a task. In fact, one or two tags are enough, for the sake of simplicity and efficiency. The use of more tags tends to complicate their management and maintenance.

Before you tag a task, you should have a clear notion about the tags you will use. Previously you must define a first level of tags, identifying, in large blocks, which groups of important tasks we have. These blocks can be classified by area, plan, project, client, etc.. Then, you must identify what tasks are recurrent or routine within the scope of the blocks identified in the first level, such as reports, committees, meetings, documentation, etc.

NOTE: I use these classification criteria in my own stage. This should not be a rule or limit our own criteria. Nobody knows better than ourselves our situation and our most appropriate approach.



How do you use the tags? What is your criterion for organizing tags? Do you know any other additional use of the tags?



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