Tags and Segments
You can organize your tasks info Plans. But you can also organize your Plans and tasks further by using segments and tags.
- • Segments are visible on Plan timeline's vertical axis, organizing tasks into different swimlanes. You can filter your tasks by Segments on board view.
- • Tags provide filtering options in both timeline and board views. They appear as small labels inside task cards.
There are a few ways you can use these task properties.
I'm a PM for our company's rebranding project. Since there are a lot of moving parts I want to visually break the project down into different aspects it touches on. Thus I create a Plan named Rebranding and use segments for visual clarity.
I'm a developer checking on tasks to take on next. There are a lot of requests coming in from various teams, but we use a tagging system to mark tasks to be handled this week as well as those with highest priority. This helps us easily filter and find the most urgent to-dos.
You can toggle tags to be visible on the rights-top corner above the Plan timeline.
Finally, you can also use a combination of tags and segments. It’s all about how much detail is valuable to you and what provides a better overview.