Tags are a method that can be used to add more information to projects, events and customers in a visually engaging way.
Tags allow you to categorise your projects and interact with them in different ways.
For example, you can filter projects according to their tag allowing you to view similar or related projects quickly and in one place.
A helpful way to think about tags is to think of them as labels. Like labels, tags give information about the interfaces they're attached to.
How to create tags
Tags can be added to projects, customers or events.
To create a new tag open the drop down box in your web browser, it can be found in the top right hand corner of your screen. From here you will see the Tags section.
From here, you will be able to create a new tag by selecting the "Create Tag" in the top right hand corner. Edit and archive tags by select three dots at the end of the tag row.
You can now also see from here how many projects or events are utilising each tag.
If you're looking to add a tag you have used previously you can either search for the tag in the box that appears or click in the box a second time. This will bring up a scrollable list of all your available tags.
Via the mobile app
(only available via our legacy app "Payaca for service businesses")
From an open project or event, tap "Add tag".
Tap "+ Add tag".
You will see three available suggested tags.
Begin typing to name and create your tag.
Use your phone's keyboard to confirm
Tap "Done".
Uses for tags
Tags have a few useful functions that can be helpful when organising your work. They can:
Trigger Automations.
Be used to add projects to specific pipelines.
Enable analysis of customer and sales performance.