You can use tags to filter through and group projects and contacts. We'll cover how to create and use tags below.
📣 Note
This feature is currently in Alpha and available only to select users.
Manage your tags
From any page, select your profile photo in the top right corner of your screen > select Company Settings
Select the Preferences tab
By Tags, select Edit
Edit your tags
From here:
Create a new tag: Select the plus (+) sign > enter the tag name > select a color > select Create
Edit an existing tag: Hover over the tag in question > select the pencil icon > enter a new name and select a new color > select Save
To delete a tag:
Hover over the tag in question > select the trash can icon > select Yes, Delete to confirm
📚 Tip
Consider creating tags for project statuses (e.g. "Urgent," "On hold"), project locations (e.g. "Virtual," "Live"), contact types (e.g. "Frugal," "Big spender"), or whatever else you want to tag.
Tag management for projects
Add a tag to a project
Find and open the project you'll add a tag to by using the search bar or using the project pipeline
In the right menu, select the Tags dropdown > select the tags you want to add
Remove a tag from a project
Find and open the project you'll remove a tag from by using the search bar or using the project pipeline
In the right menu, select the Tags dropdown > select the "X" on the tags you want to remove
Bulk add or remove tags from projects
From the top navigation menu, select the Projects tab
Hover over each project that'll be bulk edited > select the checkbox next to their names
You can use the pipeline stages to filter for projects
Above the projects table, select the tag icon > select either:
Choose which tags to add... if adding tags
Choose which tags to remove... if removing tags
Select the tags drop-down > select which tags you'll add to or remove from the selected projects
Select Add (if adding tags) or Remove (if removing tags)
Filter projects by tags
This is a great tool to use if you need to take a bulk action (e.g. send a bulk email) with all projects that have a specific tag. You can filter by tag first, then take that action.
From the top navigation menu, select the Projects tab
Select a pipeline stage or Active if you want to view all active projects
Select Filter by tag
Select which tags you'll filter by
As you select tags, your projects will get filtered
Remove a tag filter by selecting the "X" next to it
Tag management for contacts
Add tags to a contact
From the top navigation menu, select Clients > Contacts
Select the contact you'll add a tag to
Under the contact's name, select Add tags
Select the Add tags... dropdown > select the tags you'll add to the contact
Remove tags from a contact
From the top navigation menu, select Clients > Contacts
Select the contact you'll remove a tag from
Next to their tags, select the plus icon
Next to the tags you'll remove, select "X"
Bulk add or remove tags from contacts
From the top navigation menu, select Clients > Contacts
Hover over each contact you'll bulk edit > select the checkbox next to their names
You can use filters to refine your contacts list
Select the tag icon > select either:
Choose which tags to add... if adding tags or
Choose which tags to remove... if removing tags
Select the tags dropdown > select which tags you'll add to or remove from the selected contacts
Select Add (if adding tags) or Remove (if removing tags)
Filter contacts by tags
This is a great tool to use if you need to view all contacts that have a specific tag applied.
From the top navigation menu, select Clients > Contacts
Select the Filters icon
Under Filter by tags, select the dropdown > select which tags you'll filter by
As you select tags, your contacts table will get filtered
Remove a tag filter by selecting the Filters icon > select the "X" next to each tag
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!