Managemate's tags feature are labels that you can assign to your records to categorize and group information together. You can add tags to all your projects, activities, documents and invoices to help you keep track of all your records, and to ensure records are easy to find in the future.

Our tagging feature is designed to help you organize and find your property’s maintenance and repair history and simplifies record-keeping to help board directors and managers make quicker and more informed decisions based on comprehensive historical data.

Tags can be put into four categories; assets, common elements, general, and units. The default group for a tag is “general” but you can always go back and change the group of the tag as you need.

There are two ways to create tags. You can create a new tag using the “tags” page found in the sidebar menu or you can create a new tag in the record you are choosing to tag.

If you require the creation of multiple tags, please send a list of tag names and what they are a part of to: [email protected] and we will create your list of tags for you.

To create a new tag from the tags page, first navigate to the page by finding the “tags” section in the sidebar menu. You will be able to find “tags” under “admin” heading.

To create a new tag, click the “add tag” button on the top right-hand corner.

A pop-up will appear and prompt you to fill in the name of the tag, which group the tag belongs to, and a description for the tag.

Press “create” to save the tag.

You may choose to create a tag from within a record, such as an activity, invoice, project, or document. Any tags you create from within a record will automatically be linked to the record you created the tag in.

To add a tag to a record, navigate to the “edit” page of the record you would like to tag.

Press “edit all fields” to see the full menu of options. You will be able to find “add tags” on the bottom of the record description section. The record description section is the first section you will see for projects and activities.

You will find the option to add tags in the second section, under the upload box for invoices and documents.

To create a new tag, click in-line on the grey area and begin typing what you want your new tag to be named as. An option to “create new tag [name of tag]"will appear, along with the group of the tag on the right-hand side.

The default group of any created tag is “general”, however you can click on the “general” group on the right-hand side and a drop-down menu will appear, allowing you to choose between the other groups.

When you are done, click on “create new tag [name of tag]” to save your changes.

To edit an existing tag, navigate to the tags page through the menu sidebar on the left-hand side.

Find the tag you would like to edit, then click the “edit” icon found in the right most column.

A pop-up will appear, allowing you to change the name, group, and description of the tag.

Once you have made your changes, press the save button to finalize your changes.

You can add an existing tag to an existing record through the record creation page when creating a new record, in the editing page of an existing record, or through the tags page.

When you are creating a new record, you will be able to add tags in the record description section of the record. This is the first section you will find in activities and projects, and the second section when creating a document or invoice.

Click in-line on the tags section and scroll or begin typing the name of the tag to find the tag you would like to add to the record. Click on the tag to add it to the record, and press create on the record to save the tag to the new record.

To add an existing tag to an existing record, navigate to the “edit” page of the record.

The add tags section can be found in the record description section, which is the first section you will see for projects or activities, and the second section in invoices or documents.

Click in-line on the grey area and scroll or begin typing the name of the tag you would like to add. Click on the tag from the drop-down area, and press save to save your changes

To add existing records to an existing tag through the tags page, first locate the tags option in the menu side bar on the left-hand side of your screen. You will find this option under the “admin” category.

Click on the name of the tag you would like to add records to, or the “eye” icon found in the right-most column.

A side bar will appear with every record tagged with the tag you selected, in chronological order.

To add a new record to the tag, click the green “add record” button on the top right-hand corner.

A drop-down menu will appear where you can choose from the type of record you would like to add.

Once you click on the type of record you would like to add to your tag, the drop-down menu will change to display every record of the type of record you selected. Scroll or type in key words to search for the record and click on it to add it to the tag.

You can view your records under any given tag on the tags page.

Navigate to the tags page, then click on the title of the tag you would like to view records for or click on the “eye” icon found in the right-most column.

A sidebar will pop up, displaying all your records connected to your selected tag.

The records are sorted chronologically by both start and end dates, making it easy to find your maintenance, repair and other property information. If a record does not have a date attached to it, it will be displayed at the bottom of the list.

You can use the filter buttons of the top to filter for the type of record you are looking for.

To view changes users have made to a tag, click on the more button with the three dots icon, then select the changelog option.

When you click on a tag from anywhere on our site, from the tags section in the dashboard, the tags page, within a project, activity, or documents, a sidebar will pop out from the right displaying every record the tag is attached to.

When clicking into the projects, activity, invoices, or documents page from the menu sidebar, you will find the option to filter records by tags as the left-most filter option.

To start looking for a record by a tag, click on the “filter by tag” drop box, and scroll or type in the title of the tag to select the tag you are looking for. Click on the tag you would like to filter to see all records connected to the tag.

You can add multiple tags to your search query to help you narrow down the record you are looking for.