Knowledge Base

You can use tags to store important characteristics about a job; this makes it easier to:

• Categorise jobs.
• Find and filter jobs.
• Prioritise jobs.
• Communicate important information to your team.
• Schedule jobs.
• Assign jobs to the right staff members.

💡 Note: Currently, you can only assign tags to jobs. However in future, we'll allow you to assign tags to other things too.

Where are tags shown?

Tags are displayed on both the Dashboard (jobs list), and on the Mobile App against a job.

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Managing tags

With tags, the more effort you put in, the more value you get out. You'll want to think carefully about what tags to create and then get into the habit of tagging jobs when you create them.

First, you'll need to create your tags, and then you can assign them to the relevant jobs. Read these articles to learn the basics:

• ‍Creating Tags‍
• Archiving Tags
• Tagging Jobs

Tag examples

Tags are fully customisable; you can create tags using any naming convention. It's best to consider your internal processes. But if you're not sure where to start, check out these suggestions:

• Best Practices for Tags