Bitrix24: Forum

Jeff Crist User Posts: 2 Joined: 01/28/2014	#1 01/28/2014 03:17:46 I want to add additional types of context to my tasks using tags. I'd like to create custom filtered views of tasks or saved searches to show lists of tasks containing one or more matching tags. Any way to do this?

Yana Prokopets

Administrator

Posts: 4247 Joined: 09/20/2013

01/28/2014 10:58:06

Hi Jeff,

Unfortunately you cannot add a new filter with the conditions to search by tag field (created in the task form) - we've put the suggestion to the Dev team.

But what you can do is add tag to the task name and search by new filter with the condition <name contains tag> (for example name contains lemon>. Please note that can help you to solve the problem with the saved filter for the particular tag (you can create several filters), but you will be able to filter only by this tag name. To do that you need:

1. Go to Tasks>All>click on the Filter Tab

2. In the Extended Filter form click <Add>. In the Create New Filter form click <Add condition>.
Set the condition Name contains tag (for example lemon). Save.

3. Set the tag for your task in the name field. Apply the special tag filter. As you may see below you will have a list of tasks with the word lemon in it's name.

Though the solution is not as comfortable as tag search , hope it will help.

Kind Regards,

Yana.

Tomáš Mikletič User Posts: 1 Joined: 04/19/2015	#3 04/19/2015 15:43:42 Hi Yana, what are tags good for then? I dont see how Bitrix24 is working with tags at all. Thanks Tomsa

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#4 04/20/2015 15:40:12 Hi Tomáš! Tags in tasks help to find necessary tasks fast, would you suggest any particular scenario on tags in tasks that you (your team) would find helpul? If yes, please share. Thank you. Best, Yana.

Aidar Gabdullin

User

Posts: 1 Joined: 04/29/2015

04/29/2015 12:57:53

Quote
Yana Prokopets wrote: Hi Tomáš! Tags in tasks help to find necessary tasks fast, would you suggest any particular scenario on tags in tasks that you (your team) would find helpul? If yes, please share. Thank you.

You definitelly need to add filter by tags. What is the reason then to add tag if you can not use them in search? And I think clicking the tag is also a good feature to go this kind of search.

Yana Prokopets

Administrator

Posts: 4247 Joined: 09/20/2013

04/29/2015 13:06:53

Quote
You definitelly need to add filter by tags.

Hi Aidar, filter by tag is available in All tasks>Filter>Extended.

Quote
And I think clicking the tag is also a good feature to go this kind of search.

Thanks for the suggestion.

Best,

Yana.

YiMin Fan

User

Posts: 1 Joined: 10/22/2015

10/23/2015 23:58:33

Hi Yana,

Just following up this topic. I knew that tag-searching is an extended component in filter tool. Also I noticed that those added tags will be saved in a life period(though I'm not sure how long they will be kept). What can be improved is that the extended filter component doesn't have its own way of caching/saving settings, or, to be specifically, not securely saved.

By securely-saved I mean it gets saved only if you stay in the same page and keep doing search. When you leave that page, do regular search, log out and log in, you lose the settings.
I think it would be great to have a mechanism to save extended filter settings as the way My filters provides, or to make My filters interface have extended component hooked up.

The reason I start following this topic is because I'm looking for a way to save custom filters with different sets of tags.

Cheers,
YiMin

Edited: YiMin Fan - 10/23/2015 23:59:11

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#8 10/26/2015 16:34:12 Hi YiMin, Thanks for brinning our attention to this - we'll have a closer look at this scenario. Best, Yana.

B24_4771109 User Posts: 22 Joined: 02/01/2016	#9 02/19/2016 17:14:18 If I understand it right - fr om YiMin Fan post - there is a request for possibility to create/save new filter in tasks similarly as in the CRM (Leads, Contacts, etc.) wh ere this feature is already present. Then I vote for this

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#10 02/19/2016 19:27:25 Hi B24_4771109, Thanks, we'll see what we can do for tasks filters & tags. BTW we're going to have a new release this spring, stay tuned! Best, Yana.

Rachel Balsham User Posts: 1 Joined: 10/24/2016	#11 10/24/2016 19:11:48 Hi Yana, has this feature been created? I still don't see any way to filter view of tasks by tags.

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#12 11/03/2016 11:05:46 Hi Rachel! Unfortunately not. We did some improvements in Tasks - such as custom fields, email to task, add external users to tasks by email, also changed the task form view. But the tags option hasn't been modified yet. Best, Yana.

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