Overview
Tags in MotionOps are customizable labels that help you categorize and organize your accounts, work orders, proposals, and team members. They make it easy to filter, search, and sort through data, allowing you to quickly find specific information or group similar items together.
This improves workflow efficiency and keeps your records organized.
Tags are especially helpful if you manage multiple streams of business, as they allow you to mark work orders for specific business lines.
How to Create a Tag
Access Business Settings:
Click the "Business Settings" gear icon in the top right corner.
Scroll to the bottom of the left-hand menu and select "Tags."
Manage Tags:
On this screen, you can view, edit, or delete any existing tags.
To create a new tag, click the green "Add Tag" button in the top right.
Customize Your Tag:
In the pop-up window, enter a name for your tag and choose a color.
Click "Save" to make the tag available for use across accounts, work orders, proposals, team members, and more.
You can create as many or as few tags as needed to effectively manage your business.