Creating Tags
Create colour-coded tags to label your records. Tag colours are chosen for good contrast, and the tag text and dot use matching colours so they are easy to read.
Applying Tags
Apply tags to customers, leads, quotes, jobs and invoices. Add a tag from a record view using the plus icon, which opens a modal where you can pick an existing tag or create a new one without leaving the record.
Where Tags Show
Tags appear on list pages and on Work Board cards, giving you an at-a-glance sense of each record.
Removing Tags
Remove a tag from a record whenever it no longer applies.