One of the coolest (and most useful) features of SingleOps
Tags are cool!
Tags are exactly what they sound like they would be: a way to tag something so that it's later readily identifiable by name and/or color.
You can use tags for practically anything: mark all your jobs which need a bucket truck or stump grinder; flag all your jobs which are PHC; warn crews of job sites with rabid dogs... Have a customer who always pays late? Create a tag and apply it to his/her job(s).
Beyond being able to readily identify tags by their name and color, the really great thing about tags is that they're searchable. Once you've created and applied a tag to one or more of your jobs (or anything, really), you can then use that tag as a keyword by which you can search and have returned to you all the elements bearing that tag.
But the best way to learn about tags isn't by reading this article: the best way to learn about tags is by actually making and using them! And here's how you can get started (have fun!):
Creating a tag
- From the toolbar (left side), click Admin >> Tags
- When the New Tag page presents, type in a name for your tag. Make it brief, but descriptive.
- Create a color for your new tag. The color selected must be one of 140 valid HTML colors, and you can enter the color using either its HTML name, hex code, or RGB value. You can see the list of valid colors and their allowable values here (this link is also included in the New Tag entry page).
- Select the type of tag. Your choices are: Global, Visit, Purchase Order, or Contract.Global tags are tags which can be used across the entire application. However, you may wish to have certain tags which appear only in the context of a visit, purchase order, or contract.
- Once all the information has been entered, click the Create Tag button to create the tag.
Using a Tag
Once you've created a series of tags, you'll see them along the bottom edge of your screen. Clicking a tag will enable it, and you'll note a border is placed around any active tag. To disable any tag, click the tag again to toggle off the border.
Filtering by Tags
To filter by your applied tags, click the Filter button (upper-right) to open the filter section (see screen shot below for the filter section for jobs)
To filter by a tag, simply click on that tag. The border outline appears around the selected tag, and the job list is shrunk to only include items (in this case, jobs) which contain that tag. NOTE: if you wish to filter by multiple tags, understand that they work off the Boolean AND (not OR), i.e., you will only see items which contain ALL of the selected tags.
Editing a Tag
It's not readily apparent, but should you wish to edit a tag you've already created, go to Admin >> Tags and click on the tag icon itself in the tag row. You'll be taken back to the tag properties page (the same page you used to create the tag) and you can make any changes there. Be sure once you've completed your changes to click the Update Tag button to preserve your changes.
Deleting a Tag
Should you wish to remove a tag, click the Delete button (far right) on the tag row.