The Site Settings icon is located next to the site name at the top of the work list page. If you do not see this icon, it means you are not an Admin user on that site.

Select ‘Manage Tags’ from the Site Settings icon to add and delete tags for your site. From this page, tags can be added and deleted, but they cannot be edited. Tags will be alphabetised automatically.

Tags are an essential part of your site's setup. When creating a list of tags, consider who will use your site and how it will be used.

Tags help you effectively sort and filter your data and determine who will have access to it. For example, you may want to add tags for different departments, contractors, shipyard periods, management, owners, types of work, etc.

Tags are automatically alphabetised and can be added in 3 ways:

1) Enter Tags manually in the text box

2) Import Tags from another site

3) Import Tags from an Excel spreadsheet

When adding Normal and Guest users, you can select which tags you'd like that user to see. Then, any points with those tags added will be visible for that user - no other points will be displayed.

You can filter your work list by the tags you’ve set up. Select a tag from the filter menu. To find points with 2 or more of the same tags selected, select the tick box to combine the selected tags.

Once the work list has been filtered, you can export points related to the selected tags.

For yachts <50m, use one main work list and tags to separate departmental works. For example: Interior, Engineering, Deck, Bridge, Galley.

For yachts >50m, separate work lists by department or shipyard periods. For example, multiple sites for the account may include a list for Engineering, Deck, Interior, and Bridge; a list for an upcoming refit, repaint or survey; and separate sites for tenders.

Hotels and other land-based projects may prefer to keep all works on one site and use tags to differentiate between contractors, types of work, or areas of the property or building.

Alternatively, if the site plan is large, it may be better to have multiple sites based on the property's various locations. For example, a hotel may prefer individual sites for rooms, restaurants, bars, spas, parking garages, and other facilities.

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.
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