Tags
Overview
Section titled “Overview”Tags are user-defined labels applied to properties to keep information organized and easy to group across the platform. They provide a flexible way to classify properties by location, property type, attributes, or operational needs without adding clutter to address or core property fields.
The primary purpose of tags is grouping. Common use cases include neighborhoods, districts, routes, geographic areas, or property characteristics. While tags are most commonly used for routes or districts to support scheduling, they can be used for any organizational purpose that helps manage a property portfolio.
Tags are shared at the company level, meaning all users within the organization reference the same set of tags.
Accessing the Tags Page
Section titled “Accessing the Tags Page”From the dashboard, selecting Tags from the left-hand menu (near the bottom) opens the Tags page.
The Tags page includes:
- A search bar for locating existing tags
- A table listing all available tags with:
- The tag name displayed on the left with a color-coded tag indicator
- A description column outlining the purpose of the tag
- A tag type column on the right
Tag Details and Editing
Section titled “Tag Details and Editing”Selecting a tag from the list opens the Edit Tag page for that specific tag.
This page displays the properties of the tag and allows authorized users to update:
- Tag name
- Tag description
- Tag color
- Tag type
A Delete Tag button is located in the top right corner of the page.
At the bottom right, users may select:
- Save to apply changes
- Cancel to discard changes
Creating Tags
Section titled “Creating Tags”If the desired tag does not exist, selecting New Tag from the bottom of the Tags list page opens the tag creation interface.
During creation, users may define:
- Tag name
- Optional description
- Tag color
- Tag type
Tags are created by authorized users, typically Property Managers. Each tag is assigned a unique ID and stored at the company level, making it immediately available across the platform.
Deleting Tags
Section titled “Deleting Tags”Tags may be removed using the Delete Tag option on the Edit Tag page.
To maintain consistency and avoid disruption, it is recommended that only unused or obsolete tags be deleted.
Applying Tags to Properties
Section titled “Applying Tags to Properties”Once created, tags can be applied to properties from the property profile.
From a property, users can:
- Add tags during initial property onboarding
- Apply additional tags at any time
- Remove tags that are no longer relevant
Each property can have multiple tags assigned simultaneously.
Using Tags Across the Platform
Section titled “Using Tags Across the Platform”Tags appear throughout the platform and are used to support:
- Filtering and searching property lists
- Grouping properties for routing or scheduling
- Identifying shared characteristics across multiple properties
Because tags are shared across the company, consistent usage improves clarity and operational efficiency.
Best Practices
Section titled “Best Practices”When working with tags, follow these guidelines:
- Keep tag names consistent and clearly defined
- Use tags for routes or districts rather than address fields
- Establish commonly used tags early
- Avoid using tags for one-off notes; use property notes instead
At the bottom of the Tags list page, users may select:
- Back to return to the dashboard
- New Tag to create an additional tag