🏷️ 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.
- Jobs: Apply tags to jobs to classify them by type, frequency, or other criteria.
You can:
- Filter the Client List to quickly locate specific groups of clients.
- Use batch actions to send Client Tasks to multiple workspaces or create identical Jobs across various Internal Workspaces.
Note: Tags can be shared across both Clients and Jobs for consistent categorization.
🛠️ How to Create and Assign Tags
- Access the Client or Job: Navigate to the Client Details Page or the specific Job you wish to tag.
- 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.
- 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:
Type of Work:
- Bookkeeping
- Tax
- Sales Tax
- Payroll
Work Frequency:
- Weekly
- Monthly
- Quarterly
- 1st & 15th
Client Entity Type:
- DBA
- LLC
- S-Corp
- C-Corp
Tax Form Type:
- 1040
- 1120
- 1120-S
- 1065
Internal Team:
- Assign tags based on team members responsible for specific clients or jobs.
📊 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.
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.
By effectively building and utilizing your Tag Library in Client Hub, you can enhance your firm’s organization, streamline workflows, and improve overall efficiency.