Tags are really just labels that make it easy for you to see which items belong where. If you’ve ever stuck sticky notes on samples to help you remember which sample was for which project or room, you already know the basics of tags!

You probably already know that you can label your products and services by room, but have you thought about using tags for other ways you’d like to label them?

For example, you can use tags to create schedules for your contractor. Add a Lighting tag to all of the lighting products in the project. Next, switch to Table view and filter for the Lighting tag. Double-check to make sure the field visibility settings work for anyone who will see the schedule, then save the view and add team members and/or clients.

Have you ever wished that you could narrow down your vendors to only see the ones that have a specific product type or service? For example, only the vendors that carry lighting or only the vendors that you use for hard window treatments? Tags will let you do that!

What about when you need to quickly source a project and only want to see the vendors in a particular price range or style? Tags will let you do that, too!

Using tags in your time tracker can help you keep track of hours for block-of-hour type packages, or to see how much time you really spent on a particular room in a project. You can also use tags to see how much time you spent on things like lighting or custom soft goods in a project.

To make things easy for you, we have a list of suggestions for tags that you might want to use in your studio. Use them all, mix and match, or create your own!

Space/room

Schedule (lighting/plumbing/finish/etc.) or Category

Items that have been returned

Alternate options for products

Client discount

Purchased

Project phases

Services

Vendor category

Retail vs Trade

Price range

Preferred

Style/Type of Product Line

Time associated with invoiced/package block of hours

Part of the project (room, etc.)

See the tags suggested for your Project Products & Services list above.

If you need any additional support, click the question mark in the upper right-hand corner of your studio to chat with a member of our team.

Happy designing!