Using Tags with Maintenance Tasks

  • Updated

Tags are a powerful tool that can help you create custom statuses on your maintenance tasks - so that you can easily organize and prioritize your workflow. Whether you're a seasoned property manager or just starting out, understanding how to leverage tags effectively can streamline your maintenance workflows and enhance your overall productivity.


Some example tags that you could create are: e.g Awaiting Owner Approval or Contractor Accepted, however, these can be completely customized to meet your unique business processes.


Creating and Assigning Tags

To create and assign tags for maintenance jobs:

  1. Navigate to the maintenance job or task you want to tag.

  2. Click on the Add Tag button, then type your desired tag(s) into the field. You can add multiple tags to each task.

  3. Tags are saved automatically to the task.

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Searching and Filtering with Tags

  1. On the Maintenance Hub, locate the Tags dropdown above the table

  2. Select the tag you are looking for, or start typing to search for a tag.

  3. The system will now filter the list down to all maintenance jobs associated with that tag.

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Best Practices for Tag Usage

Here are a few tips for creating an effective tagging system:

  • Be consistent: Use a consistent naming convention for tags to avoid duplicates and confusion.

  • Keep it simple: Tags should be easy to remember and descriptive enough to convey the necessary information at a glance.

  • Categorize wisely: Create tags that reflect categories meaningful to your operations such as Awaiting Owner Approval, Contractor Accepted, etc.


By effectively using tags, you will be able to streamline the process of managing maintenance tasks, ensuring that critical jobs are attended promptly, and no detail goes unnoticed.

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