Tags

☰ → Settings → Tags

Tags are a convenient way to classify information in the system. Users decide what they should be. You can put tags on clients, employees, tasks, absence types, files, etc. A record can have more than one tag.

Tags help with:

• filtering information;
• generating reports;
• working with records in bulk.

Examples:

• For clients – a tag showing that they belong to the same business group or the same sector of the economy.
• For files – tags let you organize the client's permanent file flexibly and enrich it during the audit at no extra time. Filtering files by the tag “пост. досие” (permanent file) shows all tasks with such files, regardless of which of the client's engagements they belong to.

You can add new tags at any time. If you cannot define them at the start, you can edit the records later and add tags.

The fields for entering a tag are described in “Tag” dialog.