User Personas: Project Management | Field
Document tags, such as Keywords, Location Tags, and Drawings Tags, are a helpful and easy way to tag documents and bring attention to or add context to the content of the document.
To perform the actions described in this article, a user must have the General Permissions - Create and Edit permissions for the respective document type.
Applying Keywords to Documents
Keywords are configurable tags that can be added to Daily Reports and Field Notes to allow for quicker response to issues or setbacks on the job site, and for project-level reporting. Every organization comes with preloaded Keywords, but Keywords may be added, modified, or removed depending on your unique business needs.
To learn more about using Keywords, see the Strategic Use of Keywords article.
Create a Keyword
Keywords can be created and managed by an admin under Company Settings.
See the Keyword Setup article for more guidance.
Apply a Keyword to a Document
While creating or editing the Daily Report or Field Note:
- Select the Keywords field, then select Keywords as desired
| Example of applying tags to a document |
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Remove a Keyword from a Document
While creating or editing the document:
- Select the Keywords field, then deselect Keywords as desired
- Remove all Keywords by hovering your cursor on the Keywords field, then selecting the X that appears on the field
| Example of removing tags from a document |
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Applying Tags to Other Documents
Some documents have a tagging feature that lets users add tags to documents on the fly. Document tags are created and managed project-by-project, for a dynamic tags list that grows as more tags are created on the project. The currently available types of document tags are Location Tags (for Field Notes), and Drawings Tags (on Sheets).
Create a Tag
Every new project starts with an empty tags list. New tags must be created and saved to the document in order to grow the tags list for that project.
While creating or editing a document:
- Select the Tags field and enter the name of the new tag, then press Enter to add
- Select the checkbox on the new tag to apply it to the document
- Save the document with the new tag applied to it in order for the new tag to become part of the tags list moving forward
| Example of creating a Location Tag |
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Apply a Tag to a Document
While creating or editing a document:
- Select the Tags field, then select the checkbox(es) to apply the tag(s) to the document
Remove a Tag from a Document
While creating or editing a document:
- Select the Tags field, then deselect tags as desired
- Remove all tags at once by hovering your cursor on the Tags field, then selecting the X that appears on the field
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