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Company Tags

Use company tags to organize and filter projects by client or team.

🏷️ Company Tags in InTakt

🎯 Purpose

Company tags let users associate tasks with specific subcontractors or crews, enabling easier visual grouping, filtering, and reporting. These tags are foundational for more advanced collaboration and export features.


✅ Key Capabilities

1. Assigning Company Tags to Tasks

  • Company tags can be applied directly from:
    • Task properties in schedule view
    • Task properties in takt settings (1)
    • Work plan view for subtasks (3)
    • Companies tab inside project settings (2)
  • Users can:
    • Select an existing company tag
    • Create a new one with a custom name and color by simply typing the name
    • Edit names/colors later in Project Settings → Companies tab

2. Visualizing Company Tags (4)

  • Schedule View and Zone Maps now offer display toggles between:
    • Task Color (original task color coding)
    • Company Color (shared color for all tasks tagged to a company)
  • This helps teams visually trace which company is active across zones and time blocks.

3. Editing and Managing Tags

  • Company names and colors can be updated centrally in the Project Settings > Companies tab.
  • Updates reflect instantly across tasks and views where those tags are used.

🧠 Why It Matters

  • Clarity: Easily see which company is working where and when.
  • Coordination: Helps foremen and project managers manage accountability and sequencing.
  • Reporting: Enables exports grouped by company for improved communication.
1. Companies in task properties inside Takt Settings
1. Companies in task properties inside Takt Settings
2. Companies in project settings
2. Companies in project settings
3. Companies at subtask level in the Work Plan
3. Companies at subtask level in the Work Plan
4. Visualizing company colors in schedule view
4. Visualizing company colors in schedule view
 
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