Tags

Overview

Tags are typically used for tracking project costs but can be used for other transaction tracking purposes.  To access tags click the gear icon at the top right, then click "Lists" in the left menu, then click "Tags" in left menu. To sort list of tags click on the column header name for the criteria you want to sort by.  To filter the list of tags click on the "Filters" button, select filters and click "Save" and to remove filters click the "Reset" button.

Adding tags

Users can add tags one at a time or by importing a list of tags from a CSV file.  

To add tags one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the "+ New Tag" button above the list of tags
5. Enter tag information
6. Click the "Save" or the "Save + New" button at the bottom of the form

For information on how to import a list of tags see Importing tags

Editing tags

To edit tags complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the tag that you want to edit
5. Click on the "Edit" button
6. Make changes and then click on the "Save" or "Save + New" button at the bottom of the form

Deleting tags

Users can delete tags one at a time or in bulk.

To delete tags one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the tag that you want to delete
5. Click on the "More" button
6. Click on "Delete" in the dropdown

To delete tags in bulk complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the checkbox to the left of "Tag" for each tag that you want to delete
5. Click on the "More" button
6. Click on "Delete" in the dropdown

Note that tags that are tied to transactions cannot be deleted.

Making tags active or inactive

Users can make tags active or inactive one at a time or in bulk.

To make tags active or inactive one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the tag that you want to make active or inactive
5. Click on the "More" button
6. Click on "Active" or "Inactive" in the dropdown

To make tags active or inactive in bulk complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the checkbox to the left of "Tag" for each tag that you want to make active or inactive
5. Click on the "More" button
6. Click on "Active" or "Inactive" in the dropdown

Exporting tags

Users can export tags by completing the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Tags" in the left menu
4. Click on the "Export" button

Note that any filters set on the list of tags when user clicks on the "Export" button will be applied to the export.