Here we give you some examples of how our clients use tags to ease their daily processes.
Tags for Requests
When you use these tags, it's like putting those requests into different baskets. So, if you only want to look at faults or internal questions, you can just filter all requests with the assigned tag or tags. It makes sorting and finding specific request groups super easy.
Here's the cool part: when you decide to work on a request and create a work order for it, the tag will be automatically transferred.
Tags for Work Order
To manage their list of tags easier, some of our clients use tags to create custom work orders statuses. For example, if an administrator needs to add any additional note eg. Reviewed or Lacking spare parts. Such an improvement simplifies communication between the web app user and saves time.
A new tag can be added directly from the work order list by clicking on the tag icon
You can edit the tags directly from the work order list. Just click on the active tags and pop up window for tags will appear. You can remove or add new tags. After the changes, click “Save” button. The tags will be updated instantly after the save action.
You can add a tag to the periodic work order as well. When work order is created from client request or generated from periodic work order, tags are copied to the work order.
You have the possibility to select "No tags" option at the bottom of the tag filter dropdown. When you choose it, all items without any tags are shown, making it easy to review all work orders without assigned tags.
Tags for Customers
In the list of clients, tags can help you differentiate them. For example, you may work with some clients under different agreements, such as VIP, who have extra terms and higher priority under their SLA. Administrator can use tags to communicate this information to his colleagues so that they can manage the work with different clients accordingly.
This method prevents mistakes and enables higher employee and customer satisfaction.
Tags fields will be not visible for customer role users in client request creation/edit forms.
Tags for Objects
Tags may come in handy in several ways when dealing with objects list as well. You can add certain tool needed at the object, location, or any other relevant information about it. Then, you and other users can group, filter and easily find the objects by their tags, allowing you to enjoy the benefits of custom filtering.
Tags are not visible to app users. This option is available only for web app users.
Tags management
To manage the tags, you should go to settings. The last tab is for "Tags". You will be able to create a new tag, filter them in the list and also edit and archive them.
If you want to delete the tag not to be visible in the dropdown list when adding them to work order/customer/object, right click and select "Archive" action.
The tag will be archived immediately. After that user will not be able to select it. Restore action will make tag visible again.
The blue button "Clear" will archive all tags that are not related to any data e.g. work order, customer etc.
When creating a tag from tags management page, you will see option to select a color. We plan to use different colors in the calendar but this feature is still under development and colors for now are not available.
