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How do I use Tags?
How do I add tags to a record?
How do I add tags to a record?
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Adding Tags is easy!


FROM THE WEB APP


Step 1: Go to a record (Client, Piano, Invoice, or Estimate)

Step 2: Click 'Add Tag' in the header or go to (More > Add Tags)

Step 3: Create a new tag or select from a list of your existing tags.

Step 4: Done.

FROM THE MOBILE APP


Step 1: Go to a record (Client, Piano, Invoice, or Estimate)

Step 2: Tap 'Add Tag' in the header or go to (More > Add Tags)

Step 3: Create a new tag or select from a list of your existing tags.

Step 4: Done.

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