Adding Job Tags to Jobs

Job tags in Arborgold let you categorize, schedule, and filter jobs quickly. This step-by-step guide shows you how to create job tags, apply them to jobs, and view them in the scheduler—helping you stay organized and efficient.

Step 1: Go to the proposal builder in Arborgold. You'll see job information on the left, the profit and loss calculator on the right, and services listed at the bottom.

Step 2: At the bottom left of the job info box, locate job tags.

Step 3: Click the job tags box. Existing options will appear in a drop-down. If you haven't yet created tags, continue to the next step.

Step 4: Select the pencil icon on the right side of the box to start creating a new tag.

Step 5: Press the big green add button at the top right.

Step 6: Enter a tag name, like "Schedule on Fridays," to describe its purpose.

Step 7: Pick a color for your tag.

Step 8: Click save on the right to add your tag.

Step 9: Exit the tag creation modal by clicking at the top right.

Step 10: If the tag you created isn't visible, refresh the page from the top left.

Step 11: After refreshing, your new tag appears and is ready for use.

Step 12: Select the new tag to apply it to your job.

Step 13: Click save at the top right to save your progress.

Step 14: To see tagged jobs, click Scheduler on the left menu.

Step 15: In the scheduler, click the box next to the eyeball icon at the top right.

Step 16: Choose columns and find job tags.

Step 17: When prompted, select yes for job tags. Now a job tags column appears in the scheduler view.

1. Can I edit or delete a job tag after creating it? Yes. Edit or delete job tags anytime from the Tags management page by selecting the tag you want to update or remove.

2. Are job tags visible to all users in my company? Yes, job tags are visible and accessible to all users within your company, so everyone can use and filter by consistent tags.

3. How do I filter jobs by tag in the scheduler? In the scheduler, use the filter or search options to select a tag and display only those jobs with that tag applied.

You’ve now created, applied, and viewed job tags in Arbor Gold. Happy organizing!