Taskly
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    • Create a Booking
    • Update a Booking
    • Cancel a Booking
    • Create Additional Invoice for Booking
    • Mark Booking as Complete
    • Tag Bookings
    • Add Notes to Bookings
    • Before and After Photos
    • Manage the Customer Portal
    • Setup and Manage Recurring Bookings
Docs / Job Management

Tag Bookings

Taskly allows you to add tags to bookings to help organise and filter your jobs. The following article outlines how to add and manage tags on a booking.

Tag a Booking

  1. Go to Bookings and open the booking you would like to tag

  2. Find the Tags field on the booking record

  3. Press Edit tags

  4. Select an existing tag or create a new one

  5. Press Save

Filter Bookings by Tag

Tags can be used to filter your bookings list, making it easy to find jobs with specific attributes.

  1. Go to Bookings

  2. Press the Filter icon

  3. Filter by the tag you would like to view

PrevMark Booking as Complete
NextAdd Notes to Bookings
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