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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

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