Applying Keywords and Other Tags to Documents (Mobile)

User Personas: Project Manager | Field User

Keywords and tags add context to a document and make it findable later. A Daily Report keyworded Weather Delay stops being one report among hundreds and becomes a data point you can pull up when the delay claim gets written.

Two different things share the word "Tag", and they behave differently. 

• Keywords are a fixed list your company settings, applied to Daily Reports and Field Notes. 
• Location Tags are created by the field as they work, on a Field Note, and belong to one project. 
• Tags on Drawings sheets are a third feature that lives only in Drawings.

To perform the actions in this article, you need the Daily Reports - General Permissions or Field Notes - General Permissions permissions, including Create and Edit for the document you are tagging.

This article covers the mobile component of keywords and document tags. For the web component and additional details, see: Applying Keywords and Other Tags to Documents.

Use the links below to jump to a topic:

• Applying Keywords to Documents
  • Where Keywords Come From
  • Apply a Keyword to a Document
  • Remove a Keyword from a Document
  • Filter a Log by Keyword
• Applying Location Tags to Field Notes
  • Create a Tag
  • Apply a Tag to a Document
  • Remove a Tag from a Document
• Tags on Drawings Sheets
• Frequently Asked Questions

Applying Keywords to Documents

Keywords are configurable labels that can be added to Daily Reports and Field Notes, so issues and setbacks on the job site get flagged as they happen and can be reported on at the project level. Every organization comes with a preloaded list of Keywords, and that list can be added to, changed, or retired to match how your company tracks work.

To learn more about putting Keywords to work, see the Strategic Use of Keywords article.

Where Keywords Come From

Keywords are managed at the company level. An admin creates and maintains the list in Company Settings on the web, and that same list is what appears in the app. 

You cannot create a Keyword from your phone, which is deliberate: it keeps the list consistent across every project and every crew so the reporting stays comparable.

If a Keyword you need is not in the list, ask your eSUB admin to add it. See the Keyword Setup article for how that is done.

This is the difference to be aware of: Keywords come from a company list you select from.  Location Tags on a Field Note are typed in as you go.  Tags on Drawings sheets are a third feature that lives only in Drawings. Same gesture in the app, two different sources.

Apply a Keyword to a Document

While creating or editing a Daily Report or Field Note: Select the Keywords field to open the Select Keywords screen Select any Keywords that apply to the document Select the checkmark when you are finished Applied Keywords show on the document as chips, and you can come back and change them any time you have edit rights. Keywords are available on both Daily Reports and Field Notes.

Remove a Keyword from a Document

While creating or editing a Daily Report or Field Note:

1. Select the Keywords field
2. Deselect the Keywords you want to remove
3. Select the checkmark when you are finished

Removing a Keyword from a document does not affect the company Keyword list. It only unlinks it from this document.

Filter a Log by Keyword

Keywords earn their keep at the log.  Open the log filters and select a Keyword to narrow the list to just the documents carrying it, which is how you pull every weather day or every access issue on a project without scrolling through the whole log. This is also the reason to keep keywording consistent across the crew. A filter is only as good as the tagging behind it.

Applying Location Tags to Field Notes

Location Tags work the other way around from Keywords. They are created on the fly, by the person writing the Field Note, and they belong to a single project. 

The tags list starts empty on a new project and grows as the field creates tags, so it ends up reflecting how that specific job is actually laid out: a level, a unit number, a wing, a pour.

Create a Tag

While creating or editing a Field Note: Select the Location Tag field to open the Select Locations screen Enter the new location name in the field at the top, then tap to add it Select the checkmark when you are finished A location you add drops in at the bottom of the list rather than sorting into it, and it comes in already selected, so you do not have to go back and check it.

Save the document with the new tag applied to it. That save is what adds the tag to the project tags list for everyone else to use going forward.

Apply a Tag to a Document

While creating or editing a Field Note: Select the Location Tag field to open the Select Locations screen Select any locations that apply Select the checkmark when you are finished Applied tags show on the document as chips, the same way Keywords do. A Field Note can carry both at once. Tags already on the project list appear as options, so after the first few Field Notes the crew is selecting rather than typing. Remove a Tag from a Document While creating or editing a Field Note: Select the Location Tag field and deselect the tags you want to remove Select the checkmark when you are finished The tag stays on the project tags list. Deselecting only removes it from this Field Note. Tags on Drawings Sheets Drawings has its own tagging, separate from everything above. Sheet tags are not Keywords and they are not Location Tags. They belong to the Drawings tool, they are applied to a sheet rather than to a document you wrote, and they are managed on the sheet itself.

On mobile, sheet tags are reached from the sheet view. Open a sheet, then use the Actions button to reach Edit Tags. Tags applied to sheets can then be used to filter the Sheets log, which is how a large drawing set gets narrowed to the sheets a trade actually cares about. For the full treatment, including how tags are set up and applied in bulk, use the Drawings articles rather than this one.

See Sheets and Snapshots (Mobile) for sheet tags in the app, and Sheets: Viewing, Uploading, and Managing for the web.

Frequently Asked Questions

To view FAQs related to keywords, tags, and all other tools, see Frequently Asked Questions (FAQ).

See also: Applying Keywords and Other Tags to Documents | Strategic Use of Keywords | Keyword Setup