Property and Job tags allow additional, customizable categorisations for organisations.
Overview
With this release, organisations & administrators with the relevant access permissions can now create & manage “Tags” for both Properties and Jobs which enables additional, customizable categorisation and reporting.
At the Property level, the “View Properties” Tags filter allows user to select any combination of setup tags to filter their property stock list
Jobs can also be filtered using any combination of tags:
Tags are added to Properties or Jobs simple by viewing the Property or Job, and clicking the Tag to add:
Example of Property Tags Example of Job Tags
and can be removed by setting the tag option back to “None”.
Setup & Customization
Tags are fully managed by organisation administrators that have the relevant “Company Configuration” user role.
Accessed via Settings à Company Settings à Tags
First, “Tag Groups” must be created via the “Add New Tag Group” option
These are your top-level categorisations, such as “Tenure”, “Risk Level”, “Sub Contractors” and so on, and also where you define whether it’s a Property, Job or available for both group.
Once created, select the Tag Group required, a name and a colour – and click “Add New”. The tag will now be available for use.
This interface can also be used to Amend & Delete tags as required.
Feedback
We are always open to receiving suggestions from our users on improvements or new features. We always log suggestions for consideration for future releases.
If you have any suggestions to improve Propeller, whether this for the web portal or for one of the apps – please let us know:
support@teampropeller.co.uk or call us on 0333 207 0037
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