How to add/manage Job tags?

Job tags help organize and categorize Jobs more effectively. With the introduction of tag categories, tags are now easier to manage, search, and filter. 

Table of contents:

Types of Job Tags
Adding a Job Tag
Removing a Job Tag

Tag Types

Tags can be created in two different types:

1. Composite Tags: are the combination of a CATEGORY and a VALUE separated by a COLON, i.e. Well Type: Sour or County: Midland.  Composite tags can be created by entering both a category and a value. You have the flexibility to establish new categories while tagging; once a category is created, it will be available for future use. To select from available categories, simply click the downward-facing arrow in the category field.
2. Simple Tags: are a text string, i.e. Yard 2. To create a simple tag, you can leave the category field empty and simply fill in the value field.
   
   

Adding Job Tags to new/existing Jobs

Step 1: In the dispatch hub, navigate to the "Jobs" section. If you are tagging an existing job, search for and select the job you wish to tag. For a new job, click on "New Job." In the modal that appears, scroll down until you find the "Add tags" option.

Step 2: A tags creation modal will appear. For a category tag, specify both the category and value fields. For a simple tag, fill in only the value field. Available tags that match your entry will appear as suggestions; if none are available, you can create a new tag by selecting the "New Tag" option. 

Step 3: After filling in the fields, click the "+" sign to add your tag to the Job.



Step 4: To add multiple tags, repeat the previous steps by entering a new category and value for each tag, then click the "+" sign to include it. Once you have added all desired tags, click the "Save" button to confirm and save your changes.

Editing existing Job Tags

Step 1: Find the Job that you want to edit the tags for. Scroll down to the tags section and click on the edit button (represented by a pencil icon) located next to the tags.
Step 2: The edit tag screen will appear. To remove a tag, click the "X" icon next to the tag you wish to delete. 

Step 3: After making any changes to the tags, a "Save" button will become visible. Click this button to apply your changes.