Tags are used for better organizing of customers, projects, customer and a vast range of other areas in Moment . In many ways, tags work as folders, but you have the advantage of being able to tag your wanted “areas” with several tags at the same time. That makes tags a lot more practical to use than folders. Moment's tag structure also allows you to use certain tags when you make reports by grouping or sorting you will get exactly the information you need.
To view your tags settings go to setup > tags
The following tag categories are available:
Each tag category covers a different area in Moment, but they all work in a similar way. For example, you can organize customers by using tags. In many ways tags work as folders, but you have the advantage of being able to tag the same customer with several different tags at the same time. That makes tags a lot more usable than a classic structure with folders.
Go to your chosen customer and add your desired tags under Tags. At the same place, you can remove tags you have added in advance.
Tags are shown on the customer in the customer overview, and you can filter them in several different reports.
Customer tags could e.g. be used to keep track of witch customers that are public/private, which are good references or as simple as which customers to send a Christmas card to.
In the following example we are going to show how to create a tag and then add it to a customer. After that we will show how to set up a report with the customer and the tag we have added.
In this example we have shown how to create a task within a category and then added it to the customer, then created a report based on the tag.
As you can see, tags can be used to organize many aspects in Moment. Another good example of how to use tags would be to set up a report that shows all projects except those that include a certain tag. For example, we are interested in seeing financial data for all the projects, except those that contain a certain tag.
Let's start by creating a tag first:
Click on "for projects" and then clicking "new group". We then create a name and we can set up a requirement for every project to have a tag in this group. This last requirement is useful if you want a project tagged consistently every time it is created. The tag we have created is called "Majorstuen"
Once we have created the tag. Let's choose a project that we can add the tag to. By clicking on the bottom right corner of a project, under "tags" you can add a new tag to an existing project.
Now we can write a report that excludes all the projects that do not have "Majorstuen" as a tag.
This is fairly simple. Let's say we want a project report that includes key financial data. First, we add the tag "Majorstuen" and the report will give us all the projects with such tag. Second, if we want to exclude a tag from our list, you need to make sure to click on the "+" button on the tag. When you do this it will become a "-" tag and hence it will exclude all projects that contain the tag.
You can also use tags to organize your tasks into a Kanban board. To read more about tags, please see this article.
in order to set up a Kanban board with tags. Create a tag group for tasks under setup > tags, and create a tag group with the amount of columns you wish to have in your Kanban board:
Once you have set up the tags, go to the task board (either in company or project) and set the tag group you want. This will be the Kanban view.
Here you can see the Kanban view in action: