Tagging Projects and Jobs

Overview

Project Tags are a powerful feature in Supermove that enhances your ability to categorize, filter, and locate your projects and jobs. With this update, you'll have access to two types of tags: project tags and job tags. Additionally, tags can be categorized into two main groups: custom tags and system tags.

1. Custom Tags: These tags are user-defined and do not contain any logic. You can add or archive them as desired to suit your needs.

2. System Tags: Supermove introduces and maintains these tags. They cannot be deleted because they are essential for specific functionalities within the app.

Users now have the convenience of creating project and job tags directly in the settings, enabling greater customization for organizing work. Furthermore, this update brings tag-based filtering capabilities to various pages, such as the Moves Calendar, Moves > Projects, Tasks, Accounting, and Claims. 

Note: This feature is only available to organizations that utilize the new project page.

Accessing Tags in Settings

1. Navigate to the Settings menu.
2. Select Projects from the options.
3. Click on Tags.

From here, you will be able to see and make use of System and Custom tags. You will also be able to archive or create new tags. 

Adding and Removing Tags on Project Pages

On any project page, you can easily add or remove tags:

1. Click on +Add Project Tag to edit project tags.
2. Similarly, you can click on +Add Job Tag to edit job tags.

Once a tag has been applied, you'll notice that it appears at the top of the project or job.

To remove a tag, simply click on the 'x' next to the tag.

Warning: You may not add or remove the ‘Training’ tag, which is applied automatically when the project is converted to or from training to real.

Filtering on Moves Calendar

Moving forward, you will be able to locate your jobs by using the Project Tags filter. 

List of System Tags 

Here's a list of default tags that will run in your account 

1. [System, Project] 🎓 Training

2. [System, Job] ⛔ Ignore for Capacity

3. [Project and Job] ⚠️ Customer-Issues: For projects where there have been customer complaints or issues

4. [Project] 👜 VIP-Customer: For projects involving high-profile or VIP customers

5. [Job] 🏋️‍♀️ Heavy-Lifting: For jobs that involve heavy or bulky items

6. [Project] ✍️ Confirmation Not Signed: For projects that have confirmation sent but not signed

7. [Project] 💳 Collect Deposit: For projects that do not have a deposit

8. [Project and Job] 📦 Pack: For projects that involve packing services

9. [Job] ⏱ Delayed: For jobs that are experiencing delays

10. [Project] 🧾 Ready for Accounting: For projects that are complete and require attention from accounting

11. [Job] 🌆 Afternoon-Move: For jobs scheduled for the afternoon

12. [Job] 📆 Multi-Day: For projects that span across multiple days

13. [Project] 🏪 Storage: For projects that require storage services

14. [Project] ⭐️ Request Review: For projects where you would like to request a Google review

Note: Should you have any questions or concerns, please reach out to [e-mail]