What are tags?
Tags are short, custom labels you can add to bids to flag and keep track of important information for reporting purposes.
How do I add tags to bids?
To add tags to a bid, click on the bid and navigate to the “Overview” tab. Find the “Internal Use” card on the right-hand side of the bid, then click the “Edit" button on the card.
To add a tag to a bid, type a custom word or phrase in the “Tags” field or select an existing tag from the drop-down list. Select the tag you wish to add, then press the enter key on your keyboard. Please note that you can add an unlimited number of tags to each bid.
After the tag has been added, click “Save.” Once a tag has been used once, it will auto-populate for future use.
Where will I see my added tags?
Tags you add to a bid will be visible in two places: the "Internal Use" card on the bid’s “Overview” tab, and in the “Reports” section of your Bid Board.
1. “Internal Use” card
Tags that have been added to bids will always be visible on the “Internal Use” card on the “Overview” tab, as shown below.
Tags can also be seen in the “Reports” section of your Bid Board. You can use these tags as a filter when creating a report. Selecting a tag will populate only the results that have that tag assigned.
To add tags to a report, navigate to the “Reports” section from your Bid Board. Click on the drop-down menu in the “Filters” section then search for the “Tags” option and press the enter key.
Next, type in the title of the tag you’d like to filter the report by. In the example below, the report is filtered by the “Labor” tag.
Any bids with that tag will be displayed in your report.
You can export your report to Excel by clicking the “Export” button in the top right corner.