How to add Tags in Repairs Module and use them to Group by or Filter. | Scribe

    How to add Tags in Repairs Module and use them to Group by or Filter.

    • Nate Elwood |
    • 22 steps |
    • 2 minutes
    1
    Navigate to the repairs module
    2
    Click "Configuration"
    3
    Click "Repair Orders Tags"
    4
    Click "NEW"
    5
    Add as many tags as you would like and click "Save"
    6
    Click "Repairs"
    7
    Choose repair orders you want to tag
    8
    Click the "Tags" field.
    9
    Choose appropriate tag/tags
    10
    Click "Save"
    11
    Add tags to as many repair orders as you would like.
    12
    You can group by tags by clicking "Group by"
    13
    Select "Add Custom Group" and then navigate to "Tags"
    14
    Click "APPLY"
    15
    Click here.
    16
    Click this button to change to the Kanban view
    17
    Click "Remove"
    18
    You can also filter using tags.
    19
    Click "Add Custom Filter" > Tags
    20
    Choose your filtering parameters