Shift tags
Add colored labels to your shifts to categorize, filter and analyze them more easily: service type, location, client, project.
What are tags for?
Tags are free-form labels that you attach to your shifts to classify them. They appear in the schedule and in reports, and let you easily filter shifts by category.
Example uses: distinguish training shifts from operational shifts, mark shifts at a specific client site, identify shifts covered by an external provider.
Creating tags
Go to Settings ⚙️ → Schedules → Tags.
Click New. Give the tag a name and choose a color to distinguish it visually. Save.
Using tags in the schedule
When creating or editing a shift, you can attach one or more tags to it. Tags appear on the shift in the schedule, which makes the schedule easier to read at a glance when several types of shifts coexist.
Filtering and analyzing by tag
In the schedule, use the tag filter to display only the shifts matching one or more tags. In activity reports, tags let you isolate and analyze subsets of worked hours.
All the way to the service sheets
Tags are not limited to the schedule. In the service sheets, they appear as a column and also serve as a filter, which lets you find or isolate the context of each shift when checking hours. They can also appear on the printed schedule, via the "Print labels" option in the print window.
Where tags appear
Once set, your tags appear in several places:
- on the shifts in every view of the schedule (week, day, hourly, OPS, services);
- in the schedule filter, to display only certain tags;
- when importing a week and in schedule templates, which keep the tags;
- in the replacement search;
- in the service sheets (column and filter);
- on the printed schedule ("Print labels" option).