Tags are labels that you can use to group your projects, equipment items, contactscrew members, vehicles, invoices and tasks.

First, you add a tag to your item(s) in a module. Afterwards, you can filter the shown items in a module by selecting your tag in the Filter sidebar.

In this article, we provide examples and instructions.-

Examples

Projects
Region/Province (west_midlands, east_midlands)

Equipment items
Properties (rainproof)

Contacts
Customer priority (high_priority, low_priority)
Customer region (west_midlands, east_midlands)
Details of the location (outdoor, indoor)

Crew members
Skills (DJlight_technician, sound_techniciantruck_driver, forklift)

Vehicles
Weight class (truck, van, car)

Invoices
Year (2017, 2018)

Tasks
Phase (Preparation, At_location

Add a tag

  1. In one of the modules, select the item(s) that you want to add a tag to.
  2. Click on the More actions button More.PNG
  3. Choose Add tags.
  4. Enter the tag (without spaces), and press +.

    Type_to_search.png
    Don't forget to press + before you click Save. Otherwise, your tag will not be added.
  5. Click Save.

You can also add a tag via the Widget sidebar Widget.png. However, you can't use this method to add a tag to multiple items at once.

Filter by tag

When you've added a tag to an item, you can filter the shown items in a module by selecting your tag.

  1. In one of the modules, open the Filter sidebar Filters.png.
  2. Scroll down to the Tags section and select the tag(s) you want to filter by.

    Tags_selected.png
    In this example, we've selected the first two tags.
  3. Choose how Rentman should apply your selected tags:

    One_All.png

    One: Shows results with at least one of these tags
    All: Shows results that have all tags you selected
  4. De-select the tags to show all items in the module again.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.