Ability to Tag Jobs and Filter by Tag
complete
Paul King
It is sometimes difficult to find jobs of a specific type, especially when there are hundreds or thousands of jobs.
Allow me to "tag" jobs with a custom tag. Then add a 'filter by tag' option to help me find them within the jobs list.
Example 1 - Tagging jobs by 'Branch' :
As a large company with several branches around the country, many jobs may not be related to my branch. If I could tag jobs with the relevant branch, for example, 'Branch: Northland', it would be easier to find and allocate jobs to staff.
Example 2 - Tagging jobs as 'Re-surveyed' :
As a UKAS-accredited company, we're required to re-survey 4% of properties over the year. It would be helpful to be able to tag jobs as 'Re-surveyed', and then run a query to see which jobs have (or have not) been re-surveyed.
Example 3 - Tagging jobs as 'Urgent' :
When work comes in that must be prioritised it can be hard to locate the job on the mobile app without opening each one to view the Job Notes. Being able to filter by the tag on the mobile app would allow users to quickly see any urgent jobs.
Paul King
The ability to Search by Tags on the jobs list is currently being tested, it'll be ready in the next day or so.
Paul King
complete
We've added the ability to manage your own custom tags and assign tags to jobs.
There are TONS of great use cases for this, including:
- Making scheduling easier.
- Tracking compliance requirements.
- Assigning jobs to the correct staff members.
- Making it easier to prioritise jobs and SLAs
Next, we'll develop the ability to search by tags in the dashboard.
Stay tuned.
Paul King
in progress
This feature is being worked on and should be ready in the next day or so. It will help with scheduling, particularly for larger companies.
Some general use-cases for Tagging jobs can be found here:
Paul King
planned
We'll be releasing this feature alongside advanced job search features shortly.
Paul King
under review