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Products

Using Product Tags

Organize, filter, and manage products more efficiently using customizable product tags.

Written By Julia M.

Overview

Tags are free labels on products (for example rush, COM, phase 2) that help you find and report on groups of products.

See and edit tags

  • Switch Library to Spreadsheet view — it has a Tags column.

Spreadsheet view with the Tags column

Use tags in reports

In a report, under Products, click Status, vendor and tag filters to include only tagged products. Schedules can also Group by Tag.

Best practices

  • Agree a short list of tags as a team and stick to it.

  • Use status for where a product is in procurement; use tags for everything else.

Important limitations

  • Tags aren't in the Bulk edit field list at the time of writing; edit them per product or in Spreadsheet view.

Related articles

  • Searching and Filtering Products

  • PDF Schedule