How to add and use tags

Modified on Mon, 17 Jul 2023 at 03:04 PM

Magnetic wants to save you time and make you more efficient in your day-to-day activities.

Tags can be used as quick flagging to differentiate.

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.

You can also add tags to the following:

To add a tag to a job, follow these steps:

  1. Type in the name of the job you want to find in the Global Search box.
  2. Click on Edit
  3. Add the relevant tags in the tags section (in the example below tags are 2023, july and design)
  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 should be 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.

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