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Creating Tags

Tags are a way of grouping, categorising or filter records within Circolo.

Tags can be created from the Tags menu or created from within most records e.g tasks, suppliers, customers & budget line items

1. Adding Tags from the Side Menu

Workspace Dashboard > Side menu > Tags

Choose which Tag group you would like to add a tag to > Add Tag

2. Creating a New Tag

  • Enter in the Title of the Tag

  • Confirm that you are creating the tag in the correct Type Grouping. If you have clicked on the incorrect group choose the correct one from the drop down menu

  • Click Create Tag to save

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