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:

1. Open Organization Settings
2. Open the Tags tab
3. Click New Tag
4. Enter a name for the tag
5. Choose a color
6. Click Create tag

Applying Tags to Orders

When creating or editing an order:

1. Look for the Tags field
2. Click to open the tag selector
3. Select one or more tags to apply

Filtering by Tag

Use tags to quickly find related orders:

1. Use the tag filter dropdown at the top of the order table
2. Select one or more tags to filter by

Only orders with the selected tags will be displayed.

Deleting Tags

To delete a tag:

1. Go to the Tags management area in Organization Settings
2. Click on the tag to edit
3. Click Delete
4. Confirm the deletion

Tag Best Practices

Here are some suggestions for organizing tags:

By Subteam

• Electronics
• Mechanical
• Programming
• Carpentry

By Priority

• Urgent
• High Priority
• Nice to Have

By Subsystem

• Drivetrain
• Intake
• Shooter
• Climber

By Status

• Mentor Approved
• Awaiting Approval