Overview

Custom Tags can be used to organize and search specific Tasks. In this video, we will go over how to create your own Custom Tags and some potential uses for them, such as being prepared for audits. 

Creating a New Custom Tag

Open the Task you want to add a Custom Tag to. there will be a button that reads "Tag Task". 

Clicking on this will pull up a drop down menu. You can choose from a list of already made tags or create a new one.

  • Note: Only Super Users can create Tags.

Multiple Tags can be selected. The listed Tags will appear in the upper left side of the Task.

Adding Tags to Work Requests

To add Custom Tags to Work Requests, click the "Setup Work Requests" tab. Choose your location, and click "Customize". 

Scroll down to "Advanced Settings". Here you will see a segment for tags. Choosing to show this will give your Technician the option to add a Tag to the Work Request.

When a Work Request is submitted with a Tag, it will trigger email notifications and automatically assign the Work Request a high priority setting. 


Did this answer your question?