How to Use Tags in Dubsado
In August 2018, Dubsado released a tagging feature. It’s kind of similar to how you would tag subscribers in an email marketing software like ConvertKit or ActiveCampaign.
Tagging is simply a way to categorize or classify a project / job.
This makes it easy to search for a group on the projects page and to label projects with distinguishable labels.
Now, this is an optional feature in Dubsado. If tagging sounds overwhelming to you, you can skip this. However, they are very simple to use. Very simple to use.
How Tags Work
Tags stick to a project, not to a client. Meaning, if a client has more than one job, you won’t automatically have the same tag on both jobs. If you want the same tags on every job for the same client, you’d have to add those manually.
Tags vs. Lead Statuses and Job Statuses
You can also categorize or classify a projects using lead and job statuses. Most often, temporary classifications work best for the lead and job statuses while more permanent classifications work best for tags.
Lead statuses make up the lead funnel. Job statuses make up the job funnel. These exist for you to monitor how a lead or booked client is progressing through your relationship with them. The keyword here is “progressing.”
For this reason, lead and job statuses generally work best for temporary categorizations. With tags, you have a secondary way to categorize.
This allows you to have a mix of temporary and more permanent categorizations inside Dubsado.
I recommend using lead and job status for organizing projects by progress.
I also recommend using tags for organizing projects by category.
You can add or removed tags via workflows. You can also add or remove tags manually if you’d like.
How to Add Tags
You can add as many tags to a project in Dubsado as you’d like.
Searching By Tag
And if you’d like to filter by tag, you can do that on the Projects page. You can see how many jobs have a specific tag.
If you filter by two tags, Dubsado will populate the jobs that have both tags.
Here’s a little inspiration for your tags in Dubsado.
Logo & Branding
Branding & Web
Design Package 1
Design Package 2
Month / Year
Event Planners / Venues
Month / Year
Virtual Assistants / OBMs / Project Managers
Service / Package Type
Short Term or Retainer Client
Tagging is great way to organize your projects however you want inside of Dubsado. I encourage you to take advantage of this feature even if you’re a complete beginner. The key is decide how you want to organize your projects and then tag accordingly. Happy tagging.
What tags do you / will you use? Share in the comments below.
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