This article was last reviewed September 7, 2023.
Tags are a way to attach a custom field to a shift in addition to the location and position. They can be used to specify lots of different info such as:
A shift's name or title
A server's section or zone
A vehicle type or ID for a delivery driver
A work site or project
A workstation or specific duty
A specific task or tasks that need to be done while on that shift
A stipend or bonus for that shift
An event happening during that shift
...plus many more applications - the possibilities are endless!
To set up tags, go to Dashboard > Tags and click Add tag.
Fields will appear where you can add the name of the tag and a description for anyone else who wants to use it.
Click Save and the tag is added to the list and can be used for scheduling.
To add a tag to a shift, just choose it from the list or type it into the field. Tags can be added when creating a new shift or you can edit an existing shift to add one or more.
The tag info will be displayed from the main view of the calendar by default, so employees, managers, and admins can all see important details of the shift.
Tags have also been added to the schedule filters so you can easily focus on certain areas to assist with things like coverage and staffing pars.
You can also designate tags as a column or filter by tags in the Roster view.
The time clock view includes the tag filter and column options as well.