How to set up and use job card tags

Job card tags let you flag job cards with keywords, like "insurance" or "priority," so you can spot them at a glance on your calendar. This article covers how to set up tags and how to add them to a job card.

How to set up tags

Before you can add tags to a job card, you need to create them.

  1. Go to settings
  2. Select other settings
  3. Select workshop settings
  4. Select + Add tags
  5. Enter a name for your tag
  6. Select the tick mark to confirm
  7. Select save changes

Repeat these steps for each tag you want to add. There's no limit on how many tags you can create.

How to add tags to a job card

a. When creating a job card

  1. Scroll down to the extras section
  2. Select the tags dropdown menu
  3. Select as many tags as you need

Note: The tags dropdown only appears once you've set up at least one tag.

b. When updating an existing job card

  1. Open the job card
  2. Scroll to the extras section, below the notes
  3. Select the tags dropdown menu
  4. Select as many tags as you need
  5. Close the job card

Where tags appear

Tags stay on the job card until you remove them. They also appear at the bottom of the job card on your calendar view, so you can see them without opening the job.

Tip: Adding many tags to one job card will make it appear larger in the calendar view. If you're working with a busy calendar, it's worth keeping tags to the ones most useful at a glance.

If you have questions or need help, contact our support team at support@hubtiger.com or use our live chat.