How to Use Flexible Tags
Adding Tags
Access the Overlay
Navigate to the Order Details Overlay or the Trip Overlay
Locate the Tag Button
At the header, find the gray button labeled No Tags
Hover over it to reveal a plus β+β icon
Add a Default Tag
Click on the plus icon to open a dropdown menu
You will see four default tags: Priority, Hold, Inbound, and Outbound
Create a New Tag
Start typing in the search bar menu
Press Enter to create a new tag
The new tag will be added and available for future use
Editing Tags
Hover Over the Tag
Add the tag to the order or trip overlay that you want to edit
Hover over the tag, and click on the three dots that appear on the tag
Edit Tag Name and Color
Edit the tag name or adjust the color as needed
Note: Only admins can delete tags, but dispatchers can create and edit tags
Deleting Tags
Only admins can delete tags by clicking the three dots next to the tag and selecting Delete.
Who Can See Tags
Tags are visible to internal teams only, including drivers and carriers. Tags are not visible to customers. They are for internal use only.
