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How to Use Tags

Categorizing your Rooms and Systems with Tags

Written by Support

Tags offer a third level of organization within the Builder for Enterprise users.
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This feature can be used to organize items within a room or system in whatever way suits your needs. You can use them for Floors, Buildings, Campuses, sub-systems--whatever you need!
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To use Tags, you will need to first enable them in the Settings area. Go to Settings > Company > Defaults, and select the checkbox for Enable Tags.

From this page, you can also add or edit your default Tags, though you can always add new Tags on a per-project basis as well.  
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Once you have turned this feature on, you will find a new Tags section in the Builder below Rooms/Systems. 

You can use them in the same way you use Rooms and Systems - assign them to line items to filter the items in the builder.
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Note that Tags are currently only for internal use, and they don't show up on proposals to your clients.
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We hope this helps! Please reach out to us in support chat if you have any questions 🙂

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