Tags, Categories, Departments and Designations

Tags, service categories, departments, designations and remote statuses are the labels you use to group orders, tickets, services and people.

Overview

This guide shows how to create and manage each list. They all work in a similar way.

Who Can Access

Team members need the matching permission, for example the tag permissions or Manage Designations.

Tags

1. Add a tag

   Go to Settings → Tags. Type a name (up to 255 characters, each name once), pick a colour and click Add.

   

2. Manage your tags

   The list shows how many orders and tickets use each tag. Use the pencil to rename a tag or change its colour. A tag that is used on orders can’t be deleted. To delete several tags at once, tick them; this needs Bulk Manage Tags.

Put tags on orders and tickets to group them, then filter by tag on the Orders page.

Service Categories

Categories group the services you sell. Go to Settings → Service Categories and click Add Category. Each tile shows how many services are in the category; use its ⋮ menu to edit or delete it. A category that still has services can’t be deleted.

Departments and Designations

A department is a part of your agency, such as Design. Each team and remote member belongs to one. A designation is a job title, such as Web Designer. Add them with Add Department and Add Designation. Each tile shows how many team members have it, and a department or designation that is in use can’t be deleted.

Remote Statuses

Remote statuses describe how a remote member works with you, for example Contractual. Add them with Add Remote Status. The colour is chosen for you.

Frequently Asked Questions