Plan

Article 4 of 13

Projects and Tags

How to set up and use projects and tags to organise your tasks and make the Planning view and weekly report useful.

Written By: Niall Jawad

2 min read

What We'll Cover

  • What a project is and how to create one

  • Project fields: name, icon, description

  • What a tag is and how it differs from a project

  • How to create and apply tags

  • Filtering by tag

  • How projects appear in the weekly report

  • Recommended project count

Projects and tags are the two ways to organise tasks in Aftertone. Every task can belong to one project. Tags add a second layer of context that cuts across projects.

What a project is

A project is the primary unit of organisation โ€” a workstream, client, or area of your work. Projects give structure to your Planning view and power the project breakdown in your weekly report.

How to create a project

Click the sidebar option to add a new project. Set a name, icon, and description. The description is used by Auto Project Tagging to automatically assign incoming tasks to the right project โ€” the more specific the description, the more accurate the tagging.

What a tag is

A tag is a label you apply to tasks across multiple projects. Use tags for status or context: Waiting For, Delegate, Follow Up, Review, Urgent. A task in your Product project tagged Waiting For is easy to find when you're doing a weekly sweep of blocked items.

How to create and apply a project/tag

When you're creating a task using Option Space, use O or G to assign it to a project or tag respectively. Or open any task and add a project/tag from the respective field in the detail panel. You can filter by project or tag in the Calendar and Planning views by pressing the filter icon.

Project vs tag โ€” when to use each

Use a project for the primary workstream a task belongs to. Use a tag for its status or context, especially when that context cuts across multiple projects. A task can only belong to one project but can have multiple tags.

Recommended project count

5 to 8 projects works well for most people. More than that and the Planning view becomes hard to scan, and Auto Project Tagging accuracy starts to drop as the AI has more ambiguous choices to make.

๐Ÿ‘‰ Try it now โ€” Try creating projects with detailed descriptions to enable auto-tagging and better organisation.

Projects and tags are the two ways to organise tasks in Aftertone. Every task can belong to one project. Tags add a second layer of context that cuts across projects.

What a project is

A project is the primary unit of organisation โ€” a workstream, client, or area of your work. Projects give structure to your Planning view and power the project breakdown in your weekly report.

How to create a project

Click the sidebar option to add a new project. Set a name, icon, and description. The description is used by Auto Project Tagging to automatically assign incoming tasks to the right project โ€” the more specific the description, the more accurate the tagging.

What a tag is

A tag is a label you apply to tasks across multiple projects. Use tags for status or context: Waiting For, Delegate, Follow Up, Review, Urgent. A task in your Product project tagged Waiting For is easy to find when you're doing a weekly sweep of blocked items.

How to create and apply a project/tag

When you're creating a task using Option Space, use O or G to assign it to a project or tag respectively. Or open any task and add a project/tag from the respective field in the detail panel. You can filter by project or tag in the Calendar and Planning views by pressing the filter icon.

Project vs tag โ€” when to use each

Use a project for the primary workstream a task belongs to. Use a tag for its status or context, especially when that context cuts across multiple projects. A task can only belong to one project but can have multiple tags.

Recommended project count

5 to 8 projects works well for most people. More than that and the Planning view becomes hard to scan, and Auto Project Tagging accuracy starts to drop as the AI has more ambiguous choices to make.

๐Ÿ‘‰ Try it now โ€” Try creating projects with detailed descriptions to enable auto-tagging and better organisation.

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Trusted by founders, developers, and operators

Your best work is waiting.

Try Aftertone free. See what you're capable of when nothing gets in your way.

Book a call

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