How to create and add Tags to multiple projects in MeasureSquare CRM

How to create and add Tags to multiple projects in MeasureSquare CRM

This article explains how to create and use tags in MeasureSquare CRM to help organize and quickly find your data.

Notes
Tags are labels you can assign to different records in the CRM to help categorize and filter them. For example, you can use tags to group projects by status, priority, or type.


How to Create a Tag
You can create a tag from any module. In this example, we’ll use a CRM Project.

Step 1: In a CRM Project, click Add Tag
Step 2: Select New Tag

Step 3: Give a name for the Tag
Step 4: Choose a color
Step 5: Select Create 



Step 6: The tag will appear in your tag list. You can add multiple tags, edit them, or delete them as needed.



How to apply tags to multiple projects:

Step 1: Multi-select projects that you want to apply tags
Step 2: Click 'Edit' button.

Step 3: choose tags and Save

Info

You can apply tags in multiple CRM modules, including:
  1. Projects
  2. Contacts
  3. Companies
  4. Diagrams
  5. Vendors
  6. Installers
  7. Subcontractors


For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com