Task Tags help either differentiate similar tasks and/or group related tasks such that you can filter a task dashboard to focus on relevant or prioritized tasks. In addition to filtering, Task Tags are powerful for targeted automation using rules and hooks.

Tag Groups

Tag Groups are a collection of similar tags configured by organization Admins that can be applied to FactoryFour Resources.

They can have one of two formats: List or Range.

• List: the most common format where an Admin populates a list of selections that can be manually or automatically added to a FactoryFour Resource.

  Ex: Workstation - Prep, Assembly, QA
  

• Range: a specialized format for a narrow range of numerical inputs

  Ex:  Priority - min: 1, max: 5
  

Tags within Tag Groups can enforced to be limited to a single tag at a time - mutually exclusive - or can accommodate multiple tags without restriction.

In addition to tasks, tags can also be applied to Orders.

Applying and Removing Task Tags

Task Tags are managed from the Task Info tab of the Task Panel, which can be accessed anywhere there is a task. Anytime tags are applied to a task, they will be visible in the main task panel.

For detailed, step-by-step instructions see the user guide: How to Apply and Remove Task Tags.

Filtering with Tags on the Task Dashboard

The most powerful aspect of Order Tags is the ability to filter Views to focus on high priority orders, orders only in your location or workstation, or any other Tag Group your organization uses.

To learn more about Task Dashboard Views, see the user guide: How to Configure Task Dashboard Views

Tags in Automation

Tags are optimized to enable extremely flexible automation using rules and hooks.

Tags Trigger Rules

Using the task_tag rule type, you can specify tags that trigger rules when applied or removed. The standard rule actions include: notify users, assign users, and check-in users. When configuring a notification for task tags, you can utilize the following notification keys:

1. List of added Task Tags %task_tags_added%
2. List of removed Task Tags %task_tags_removed%

Tags Define Rule Scope

Using an entity-status rule of type Task, you can limit the scope of the rule by specifying tags that must be present in order for the action to be performed.

Rules Apply or Remove Tags

Using an entity-status rule of type Task, you can automatically apply tags or remove tags or entire tag groups from the task whose status changed.

Note: in order to avoid a tagging loop, a Tagging Rule cannot trigger the application or removal of a tag.

To learn more about rules, see the admin guide: Rule Configuration

Custom Rules and Hooks with Tags

Get creative by leveraging task tags to create more powerful custom Rules and Hooks - just be careful not to create a tagging loop!