Tags are used within Circolo as a filtering and organisation system.
They help you categorise and quickly find information across different features of the platform.
Where to Find Tags
You can find Tags under the Settings tab on the left-hand sidebar.
From here, you can view and manage all tags across your workspace.
How Tags Work
Each feature or area within Circolo has its own set of tags.
For example:
Budget Tags are used within the Budget Overview for line items
Other features (such as tasks or run sheets) have their own relevant tag types
This ensures tags remain organised and specific to each part of the platform.
Creating a Tag
You can create tags directly from the Tags section in Settings.
To Create a Tag:
Go to Settings > Tags
Click “Add Tag”
Enter the required details:
Title
Type (select the relevant feature or category)
Click “Create Tag”
Once created, the tag will be available for use in the selected feature.
Creating Tags Within Features
Tags can also be created while you are working inside different features.
This means:
You do not need to leave your current workflow
You can create tags as needed while adding or editing items
For example, you can create tags while:
Adding budget line items
Creating tasks
Building run sheet items
Using Tags Effectively
Using tags consistently helps keep your workspace organised and easy to navigate.
Tags allow you to:
Filter and find information quickly
Group similar items together
Improve visibility across your events
Keeping Your Workspace Organised
By using tags across Circolo, you can create a structured and efficient workflow.
Keeping your tags clear and consistent ensures your team can easily find and manage information across all features.