Let's take a look at how to keep your records organized!
Categorizing with Tags
Organizing your records is simple with tags. You can add a tag to any work record, allowing you to filter by that tag later on in the calendar.
Why Use Tags
Tags are an effective way to organize and manage multiple clients. By creating a unique tag for each client, you can easily categorize your work records based on who you're working for.
This tagging system allows you to filter your calendar by tags, giving you a clear view of the time you dedicate to each client.
When it's time to generate a report, simply select the relevant tag, and you'll be able to download a separate report for each client. This makes it easy to share detailed and accurate information with your clients.
How to Add Tags:
On the Main Screen, tap the menu icon in the top left corner.
Select Tags from the menu.
Tap the blue Add button to create a new tag.
Enter the name of your tag and choose a color.
How to Add Tags Directly in the Work Record:
When creating or editing a work record, tap on Add Tags.
Select + Add another tag, then choose Add.
Enter a name for your tag and pick a color.
Once done, go back to your record, check the box next to the new tag, and confirm.
Using tags makes it easier to categorize and find specific records later.
Using Colors for Clarity
Colors can help you quickly distinguish between different records.
When creating or editing a work record, select a color.
Save your work record.
This color will then appear in the calendar, giving you a clear visual cue.
Calendar Options
For added functionality, tap on the magnifying glass icon to access calendar options.
Search
Use the search feature to look for specific records by the note attached to them.
Filter by Tag
Select a tag to filter your calendar, displaying only the records associated with that tag.
By utilizing these options, you can better organize your work records, keep track of your progress, and increase productivity.