Understanding tags and how to filter by them

A “tag” refers to a common word or phrase assigned to something within Arthur. Tags can be filtered and included in any reports. They also serve as a great visual reminder for key information you want staff to be aware of.

This article looks at:

1. Where can tags be created
2. How to filter by them
3. How to remove or edit them
4. How to see if a tag has been changed

1. Where can tags be created?

You can create tags in many areas:

• Properties
• Units
• Tenancies
• Tasks
• Work orders
• Documents
• Notes

 For example, here we see tags being added to tasks based on importance. Please note you can add multiple tags to a row

2. How to filter by them

You are now able to filter by tags.

3 How to remove or edit a tag

Click on the tag>pencil

To remove use the bin

4. How to see if a tag has been changed

Any changes to a tag are recorded to the activity log within the record