How to add and use Tags

E.g. Add the tag "Timing Plan" to certain tasks. Then you can print a timing plan of only those tagged tasks. 

• You have 50 tasks in a list and tag 20 with "Timing Plan". Then you can search for tasks in Job X tagged with "Timing Plan", then print that timing plan.

• Contacts
• Companies
• Opportunities
• Tasks

1. Locate the job.
2. Click on Edit
   
   
   
3. Add the relevant tags in the tags section.
   
   
   
4. Save.
5. Go to your jobs list view
6. Perform a search with the following filters: 
   • Select tags from the dropdown menu. 
   • And in the box next to it type in one of the tags you want to filter according to which you want to search.
     
7. All the jobs with that specific tag is now listed on the screen.
8. If you scroll to the bottom of the screen, you will see the option to export this list as a CSV file or a PDF file.