Overview
The Tags feature allows admins to label and organize shifts with custom identifiers. Tags can be applied directly to individual shifts, making it easier to categorize, track, and manage specific types of work within an order.
This feature is especially useful for teams managing high volumes of shifts or coordinating across multiple admins, as it provides quick visual cues and added context without needing to open each shift.
Why Tags Are Important
Tags enhance visibility and organization at the shift level. Instead of relying solely on order details or internal notes, tags allow you to quickly identify key attributes of a shift directly from the mission page.
They help standardize workflows, reduce confusion, and ensure that important details are not overlooked during scheduling or execution.
Note: Tags are applied at the shift level, not per candidate. This means that if a shift has multiple candidates assigned and a tag is added, it will apply to the entire shift and be visible for all candidates on that shift, rather than to an individual candidate.
Key Benefits
Improved Organization: Easily categorize shifts (e.g., VIP, urgent, training, backup).
Faster Identification: Instantly recognize specific shift types without opening each one.
Better Team Coordination: Ensure all admins have consistent visibility into shift-specific details.
Operational Efficiency: Quickly filter and manage shifts based on tags when handling large volumes.
How to Add a Tag
To add a tag to a shift:
Navigate to the shift from either the order page or the mission page.
Click the edit icon next to the shift.
In the edit section (where you can also update the shift time or add replacements), locate the Tags field.
Type in the desired tag.
Save your changes.
Once added, the tag will appear on the shift in the mission page.
How to Remove a Tag
To remove a tag from a shift:
Go to the shift from the order page or mission page.
Click the edit icon next to the shift.
In the Tags field, click the “x” next to the tag you want to remove.
Save your changes.
Best Practices
Use clear and consistent naming conventions for tags across your team.
Avoid overusing tags to prevent clutter and confusion.
Align on tag usage internally (e.g., what qualifies as “urgent” or “priority”).
Periodically review tags to ensure they remain relevant and useful.
Conclusion
The Tags feature is a simple yet powerful tool for improving shift-level visibility and organization. By allowing admins to quickly label and identify shifts, it streamlines workflows, enhances communication, and makes managing operations more efficient.