Creating and Managing Tags

Tags help you categorize and filter assets, work orders, and other items in CLUE.

Accessing Tag Settings

1. Go to Admin > Company Settings
2. Select Tags from the menu

Creating a New Tag

1. Click Add Tag
2. Enter a tag name
3. Choose a color for easy identification
4. Select which items can use this tag
5. Click Save

Tag Categories

• Asset Tags - Label equipment by project, condition, or purpose
• Work Order Tags - Categorize maintenance by type or priority
• Project Tags - Group jobs by client or region

Using Tags

• Add tags when creating or editing items
• Filter lists by tag to find specific items
• Use in reports for better analysis

Tips

• Keep tag names short and consistent
• Use colors to make tags visually distinct
• Review and clean up unused tags periodically