Features
Tags
Organize your orders with custom tags and colors.
Using Tags
Tags help you organize and categorize orders for easy filtering and management.
What are Tags?
Tags are customizable labels that you can apply to orders. Each tag has:
- A name - Descriptive label (e.g., "Electronics", "Mechanical", "Urgent")
- A color - Visual identifier for quick recognition
Tags are organization-specific, meaning each organization has its own set of tags. Only organization admins and owners can create and manage tags.
Creating Tags
To create a new tag:
- Open Organization Settings
- Open the Tags tab
- Click
- Enter a name for the tag
- Choose a color
- Click Create tag
Use colors strategically - by making them visually distinct and meaningful, you can quickly identify and categorize orders at a glance.
Applying Tags to Orders
When creating or editing an order:
- Look for the Tags field
- Click to open the tag selector
- Select one or more tags to apply
Filtering by Tag
Use tags to quickly find related orders:
- Use the tag filter dropdown at the top of the order table
- Select one or more tags to filter by
Only orders with the selected tags will be displayed.
Deleting Tags
To delete a tag:
- Go to the Tags management area in Organization Settings
- Click on the tag to edit
- Click
- Confirm the deletion
Deleting a tag will remove it from all orders. This action cannot be undone.
Tag Best Practices
Here are some suggestions for organizing tags:
By Subteam
ElectronicsMechanicalProgrammingCarpentry
By Priority
UrgentHigh PriorityNice to Have
By Subsystem
DrivetrainIntakeShooterClimber
By Status
Mentor ApprovedAwaiting Approval
Start with a small set of tags and add more as needed. Too many tags can make filtering less effective.