Tags, Departments & Designations
The three label systems that keep a growing workspace organised.
Overview
Tags describe work, departments describe teams, designations describe people. Each is a small list you maintain once and then use everywhere.
The Three Lists
Tags
Applied to orders and tickets — create, edit, delete, bulk delete
Categories / Departments
Used for department-scoped permissions and reporting
Designations
Job titles for team members
Where: Settings → Tags, Categories / Departments, and Designations.
Why departments matter: they are what department access scope filters on, so a department only sees its own orders, invoices, and reports.
Why departments matter: they are what department access scope filters on, so a department only sees its own orders, invoices, and reports.
Tips & Best Practices
Keep tags to a short controlled list. Twenty tags used consistently are worth more than two hundred created ad hoc, because only the short list is filterable in practice.