Add Job Tags

Adding Job Tags allows administrators to create custom labels that can be applied to jobs for better organization and tracking. These tags help categorize tasks, making it easier to filter, sort, and manage jobs based on their specific attributes or requirements. By selecting unique names and colors for each tag, you can visually identify job categories at a glance, enhancing workflow efficiency and clarity across your team.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Tag Settings.
   
   
   
   
   
   
4. Click Job Tags from the expanded Tag Settings tab to enter the Manage Job Tags page.
   
   
   
   
   
   
5. Click Add Job Tag to enter the Edit Job Tags page.
   
   
   
   
   
   
6. Enter the tag name.
   
   
   
   
7. Choose a tag colour.
   
   
   
   
   
   
8. Once complete and all details have been checked for accuracy click Save.
   
   
   
   
9. The page should refresh and return you to the Manage Job Tags page where you will now see your added job tag.