Creating Projects + Tags

Learn how to create Projects + Tags! You can organize your different construction jobs with Projects (e.g. Library) and your different workflows in Tags (e.g. Change Orders).

There are two ways to create or edit a Project or Tag: inline or in settings.

Create a Project/Tag Inline

1. When you are looking at your inbox, click the Project or Tag icon in each email line.

2. Type in the name of your new Project or Tag and click Enter.

3. To edit name or color, simply click the Project or Tag inline, select the three dots, make your desired changes, and click Done.

Create a Project/Tag In Settings

1. Click Settings in the upper right-hand corner.

2. Select Projects or Tags.

3. Click the blue Plus sign.

4. Type your new Project or Tag name.

5. Choose a new tag color if you want, and select Create New.

6. To edit name or color, simply click the Project or Tag in settings, select the three dots, make your desired changes, and click Save Changes.