Auto-Assign Like a Pro: How TaskTag Smart Tags Save You Time & Headaches

The Problem with Manual Task Assignment

When you’re managing field crews, property units, or subcontractors across multiple job sites, manual task assignment becomes a bottleneck.

Scrolling through long user lists. Sending follow-up messages. Wondering who’s doing what.

It wastes time—and creates confusion.

What if your tasks could assign themselves to the right people?
With Smart Tags in TaskTag, they can.

What Are Smart Tags?

Smart Tags are keyword-based labels that automatically route tasks, updates, and messages to the right people or groups inside TaskTag.

Instead of manually assigning each task, you simply:

• Create a task or send a chat message
• Add a Smart Tag like #Plumbing, #Unit403, or #QA-QC
• TaskTag auto-assigns the task and notifies the right team

This turns manual routing into a one-step process—so your team can move faster.

Real-World Example: Plumbing Issue in Unit 403

Old Way:

• Create task
• Scroll through a long list of users
• Manually assign the task
• Send extra messages to notify others

With Smart Tags:

You type:

#Unit403 #Plumbing – Leak found in kitchen wall. Needs inspection.

What happens:

• Task is created instantly
• Assigned to the plumbing crew automatically
• Unit 403 manager is notified
• No extra steps needed

Result: You’re done in under 10 seconds.

How to Set Up Smart Tags (Set It and Forget It)

Setting up Smart Tags is easy—and once they’re in place, they work across all your projects.

Step-by-Step:

1. Go to Settings > Smart Tags > Create New Tag
2. Name the tag (e.g., #Electrical)
3. Choose who receives tasks or chats with that tag
4. Save it

That’s it. Now every time someone uses #Electrical, it’s routed automatically.

Pro Tip: Tags can be assigned to individuals, entire crews, or departments.

Why Smart Tags Work for Field Teams

Smart Tags are designed for the fast-moving, high-urgency world of field operations.

Key Benefits:

• Speed: Assign tasks as you type—no dropdowns, no delays
• Clarity: Everyone instantly knows who owns the task
• Consistency: No more “Who’s handling this?” in the chat
• Scalability: Works across dozens of job sites, trades, or buildings
• Accountability: Tasks are always trackable and assigned

Smart Tag Use Cases

Use Smart Tags to streamline task routing in almost any field environment:

• By Trade: #HVAC, #Concrete, #Electrical
• By Location: #Unit102, #Roof-East, #Building-C
• By Task Type: #Safety, #Inspection, #ChangeOrder
• For Stakeholders: #Client, #Foreman, #QA-QC

What Project Managers Are Saying

“I used to spend hours assigning tasks. Now I just write a note and tag it—TaskTag handles the rest.”
— Jamal P., Project Manager

“Smart Tags have replaced our need for group texts and whiteboards. Everything just flows.”
— Priya M., Property Ops Lead

TL;DR: Why Smart Tags Rock

• ✅ Auto-assign tasks with simple hashtags
• ✅ Eliminate manual routing and guesswork
• ✅ Speed up field response times
• ✅ Improve accountability and clarity
• ✅ Scale your task management without the chaos

Try It Today

Here’s how to get started with Smart Tags:

1. Go to Settings > Smart Tags
2. Create tags for each trade, team, or building zone
3. Start tagging tasks and chats as you work
4. Let TaskTag do the rest