Understanding tags and how to filter by them

Modified on Wed, 20 Mar 2024 at 10:08 AM

A "tag" refers to a common word or phrase assigned to something within Arthur. Tags can be filtered and included in any reports. They also serve as a great visual reminder for key information you want staff to be aware of.   This article looks at:

  1. Where can tags be created
  2. How to filter by them
  3. How to remove or edit them
  4. How to see if a tag has been changed


1. Where can tags be created?

You can create tags in many areas:

  • Properties
  • Units
  • Tenancies
  • Tasks
  • Work orders
  • Documents
  • Notes
For example, here we see tags being added to tasks based on importance. Please note you can add multiple tags to a row



2. How to filter by them

You are now able to filter by tags.

 

3. How to remove or edit a tag


Click on the tag>pencil 



  To remove use the bin

   


4. How to see if a tag has been changed


Any changes to a tag are recorded to the activity log within the record

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