How to add tags to optimize search capabilities
Chekhub's tagging system empowers you to streamline organization and searchability across your projects, assets, locations, and even team members. Imagine effortlessly filtering through your data to find exactly what you need! Here's how to leverage tags effectively:
- Access the Admin Panel: Locate the Admin Panel section on the left-hand navigation menu of your Chekhub dashboard.
- Head to the Tags Section: Within the Admin Panel, click on the "Tags" button situated in the top menu bar.
- Create a New Tag: Click the "+ ADD" button to initiate the creation of a new tag.
- Name Your Tag: An input field will appear. Enter a clear and descriptive name for your tag (e.g., "Priority", "High-Risk Equipment"). Hit Enter or click away from the box to save your newly created tag.
- Tagging Throughout Chekhub: Now you can leverage your newly created tag throughout the Chekhub platform. When adding or editing projects, assets, locations, or member profiles, you'll find a dedicated tag section. Simply select the relevant tags to categorize your data effectively.
Benefits of Tagging:
- Effortless Search and Filtering: Tags allow you to quickly search and filter through your Chekhub data using relevant keywords. This saves you time and ensures you can pinpoint the information you need efficiently.
- Improved Organization: Categorize your data using tags to maintain a well-organized Chekhub environment. This fosters better information sharing and collaboration within your team.
- Enhanced Visibility: Assign specific tags to critical projects or high-priority assets for increased visibility within your Chekhub workspace.