Creating and Filtering Tags

Colored Tags can be applied to Tasks and to Individual Leases

To create a Tag 

Try a Guided Walkthrough

• Navigate to Settings.
• Select the menu option Tags.
• Assign a name and color to your tag.
• Save the tag for use.

Assigning Tags to Tasks

Try a Guided Walkthrough

• Open an existing task or create a new one.
• Select one or more tags from the dropdown menu.
• Save the task to apply the tags.

Assigning Tags to Leases

• Navigate to the lease you would like to apply the tag to
• Select the pencil icon on the right side of the screen

• Select one or more tasks from the dropdown menu and Submit. New tasks can be created in this field, however, assigning a tag a color is done within Tag Settings

Filtering Tasks by Tags

• Go to your task list view.
• Use the filter option to select tags. The list will update to show only the tasks with the selected tags.

Filtering Leases by Tasks with Tags:

• Access the lease management section.
• Use the filter to search for leases associated with tasks that have specific tags.
• Configure Task Tags into your lease administration view.
• Create a Saved View based on the filter (optional).

Learn to Tag Portfolio level Tasks - Try a Guided Walkthrough

Best Practices for Using Tags

• Define a Tagging Strategy: Before creating tags, discuss with your team to establish a consistent tagging system that everyone can follow.
• Limit Tag Overlap: Avoid creating too many tags with similar meanings to keep the system clear and manageable.
• Regularly Review Tags: Periodically audit your tags to ensure they remain relevant to your workflows.