🏷️ Building Your Tag Library in Client Hub

Tags in Client Hub are powerful tools that help you categorize and filter both clients and jobs, enhancing organization and workflow efficiency.

🔹 What Are Tags?

Tags are customizable labels that you can assign to:

  • Clients: Add tags in the Client Details Page to categorize clients based on specific attributes.Client Hub+1Client Hub+1
  • Jobs: Apply tags to jobs to classify them by type, frequency, or other criteria.

Utilizing tags allows you to:Client Hub+1HCL Software Help+1

  • Filter the Client List to quickly locate specific groups of clients.Client Hub+1Client Hub+1
  • Use batch actions to send Client Tasks to multiple workspaces or create identical Jobs across various Internal Workspaces.Client Hub+1Client Hub+1

Note: Tags can be shared across both Clients and Jobs for consistent categorization.Client Hub

🛠️ How to Create and Assign Tags

  1. Access the Client or Job: Navigate to the Client Details Page or the specific Job you wish to tag.
  2. Add a Tag: Locate the tag section and input your desired tag name. If the tag doesn't exist, it will be created upon saving.
  3. Save Changes: Ensure you save the changes to apply the new tag.

💡 Tagging Ideas

Organize your clients and jobs effectively by using tags such as:

📊 Utilizing Tags for Filtering and Batch Actions

  • Filtering: Use tags to filter the Client List or Jobs Dashboard, allowing you to focus on specific categories or groups.Client Hub+1Client Hub+1
  • Batch Actions: Select multiple clients or jobs sharing the same tag to perform batch actions, such as sending out Client Tasks or creating Jobs across multiple workspaces.Client Hub

By effectively building and utilizing your Tag Library in Client Hub, you can enhance your firm's organization, streamline workflows, and improve overall efficiency.

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