Manage and Create Tags

Tags function like labels that can be applied to taggable objects. You can then use these tags/labels to easily search or filter for a subset of data. For instance you can create a worker tag called Crew A, then apply that tag to all the workers in that crew - apply that tag filter when scheduling for a job to ensure you're scheduling the whole crew together.

There are 9 types of tags, each for a different module. A tag can only be applied to objects in the module it was created for (worker tags can only be applied to workers, not projects, documents...).

Those 9 tag types are:

• Worker
• Client
• Project
• Order
• Asset
• Attachment
• Contract
• Division and Supplier
• Document

Search and Filter to Find a Tag 

Use the search bar to type in the name, ID, tag type or description of the tag you are looking for. You can also filter by type to see only tags of the selected types.

Create, Edit, or Delete a Tag

Create a Tag

1. Go to Settings > Tags
2. Click +Add New
3. Select the type of tag then add a name, description, and color
4. Save
5. A confirmation will appear stating you've successfully created a tag

Edit or Delete a Tag

1. Click on an existing tag
2. Make the appropriate edits from the slide-out or click Delete
3. Save
4. A confirmation will appear stating you've successfully updated the tag

Add or Remove a Taggable Object  from a Tag

Add an Object (i.e. a Worker) to a Tag

1. Click on an existing tag
2. Click Add Worker > type and select the worker's name
3. A confirmation will appear stating you've successfully updated Worker tag

Remove an object (i.e a Worker) from a Tag

1. Click on an existing tag
2. Click on the X next to the worker's name > Confirm
3. A confirmation will appear stating you've successfully updated Worker tag