Organize action items with tags

Use tags to categorize action items and filter the action item list.

Assign or create a tag

1. Tap an action item to open it, then tap Tags.
2. Select one or more existing tags.
3. To create a tag, tap the plus button, enter a name, then tap Done.
4. Tap Done to return to the action item.

New documents include Action, Decision, Risk, Metric, Open Question, and Statement. Tags belong to the document and can be assigned to multiple action items.

Rename or delete tags

In the Tags list, tap the info button beside a tag to rename it. To delete tags, tap Select, choose them, then tap the trash button. Deleting a tag removes it from every action item in the document but does not delete those items.

Filter by tag

1. In the action item list, open Filters.
2. Under Tags, select one or more tags, then tap Done.
3. Open Filters and tap Reset to show all items again.