Global Tags

Create reusable colour-coded tags to organise and label Tasks across all Jobs. Global Tags help teams quickly identify status, type, or priority at a glance.

Global Tags are a simple, colourful way to help your team quickly understand the status or type of work at a glance. They can be used on any Task inside a Job and will also appear in Job Costing and on the Task Slider, helping everyone stay aligned.

How to create a Global Tag

1

Go to Settings

Navigate to Settings > General > Global Tags

2

Add a New Tag

Click the + New Tag button on the right-hand side.

3

Name Your Tag

Type in a clear label—something your team will easily recognise (e.g., 1st Draft, Bug, Internal).

4

Choose a Colour

Select a colour that stands out or fits into your tagging system.

5

Save Your Tag

Click Save, and your new Global Tag is ready to use!

Where Global Tags appear

Once created, Global Tags can be applied at a Task level in any Job. When used, they will show up:

• On the Task list inside a Job

• In Job Costing, helping with recon and reporting

• On the Task Slider in the Resource Planner, so team members instantly see context while planning or working

Suggested Default Global Tag Sets for Agencies

If you’re just getting started with Global Tags, here are some tried-and-tested tag sets many agencies use to keep work organised and easy to follow.

You can use these as-is or as inspiration to build your own tagging system that fits your team’s workflow.

1. Production & Review Workflow Tags

Perfect for creative teams, designers, developers, writers, and editors.

• 1st Draft

• 2nd Draft

• Final Draft

• In Review

• Approved

• Complete

2. Issue & QA Tags

Ideal for digital teams, development teams, and ongoing retainer work.

• Bug

• Fix Required

• Blocked

• Ready for QA

• QA Passed

3. Internal Workflow Tags

Helpful for tagging internal tasks that shouldn’t appear in client-facing reports.

• Internal

• Admin

• Training

• Non-Billable

4. Priority Tags

Great for quickly communicating urgency.

• High Priority

• Medium Priority

• Low Priority

• Urgent

5. Client Behaviour / Workflow Indicators

Useful for Account Managers working with long-term or retainer clients.

• Client Delay

• Waiting on Client

• Feedback Received

6. Department or Discipline Tags

Helpful for categorising Tasks by type of work.

• Design

• Development

• Copywriting

• SEO

• Finance

• Production