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Organize your firm’s workflow with project tags

Use project tags to create custom statues and filters for client work

Organize your firm’s workflow with project tags

 

Due to popular demand, we just released the ability to create custom tags for your client work to help you get more visibility into your firm’s workflow and increase productivity.

There are many different ways to use the new tags features to solve pain points in your firm. Below are a few examples:

  • To identify what stage a project is at in your process such as waiting on info, in review, in preparation, etc.
  • To organize your work by type such as Tax, Bookkeeping, Payroll, Onboarding, etc.
  • To identify which team or group in your firm is managing a certain project 

These are just a few examples. You can create your own tags to customize them to your firm’s process. You can see an example of the tags below. 

 

 

You can also filter your workflow view by the tags to find all the projects associated with that tag. For example, you can filter your view to just show all the client work that is waiting on client information as seen below.

 

 

Overall, tags can be customized to fit your process and solve many different pain points that your firm may have. 

Check out the new tags feature with a 14-day free trial!

Start Your Free Trial Today!

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