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Create a tag

This guide shows how to create a new tag and add it to one or multiple items. It’s suitable if you want to organize and categorize equipment.

Written by Thim Smedbrant
Updated today

When should I use this guide?

  • You want to create a new tag

  • You want to add a tag to an item

  • You want to tag multiple items at once

Requirements

  • You are logged in

  • You have access to the project and items

How to do it

On web

Create a tag on an item

  1. Go to the project under Places

  2. Go to Equipment

  3. Select the item you want to edit

  4. Open the Planning tab and scroll to Tags

  5. Click the edit (pencil) icon

  6. Enter the name of the new tag

  7. Select Click to create tag

  8. Click Save

Add a tag to multiple items

  1. Go to the item list

  2. Select the items you want to edit

  3. Click Manage selected

  4. Click Tags

  5. Select Add

  6. Choose an existing tag or enter a new one

  7. Click Save

In the app

  1. Go to Equipment

  2. Select an item

  3. Open the Planning tab

  4. Tap Add/Remove tags

  5. Enter the tag name

  6. Tap Create tag

If it doesn’t work

  • Make sure you have access to the project

  • Make sure you save your changes

  • Check the spelling if you can’t find the tag

Tips!

  • Use clear and simple tag names

  • Avoid duplicates (e.g. “Floor 1” and “floor1”)

  • Use a consistent structure across the project

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