Learn how to find and use custom, coloured-coded tags, a handy tool to quickly filter cards on any of the four BrokerEngine boards (e.g. Leads, Deals, Maintenance, and Construction).
Your custom tags are global. The tags you create on one board (e.g. Deals) can be used on any BrokerEngine board.
Contents
Prerequisites
None.
Opening the tags drop-down
Open a board and double-click a card. The card opens in full view mode. Go to the top of the page and click the Tags icon. A drop-down displays.
The top two tags (Flag as urgent and Flag as shared) are default options and cannot be changed. However, you can add a custom label to any of the other coloured tags.
Select a colour and click the pencil icon.
Enter a label.
Hit Enter on the keyboard. BrokerEngine auto-saves the tag label.
You can also create and apply tags on the sliding panel.
Applying a tag
Open a card (in full view mode or the sliding panel).
Click the Tags icon.
Click a colour.
BrokerEngine places a coloured bar in the top left corner of the card and adds a checkmark to the tag in the drop-down. Click a checkmark to remove that card tag.
Viewing tags
Card tags are visible on each board. Click a tag to see the label assigned to that colour.
You can also use tags to filter cards on a board.
Go to the top of a board and click the Filter icon.
Select one or more colours.
The board shows all the matching cards and collapses stages with no matching cards.
The filter uses an AND operator. A card must have all the colours you select. Otherwise, the match is false, and those cards are filtered out.
Using List display
If you switch the display to List format (click the icon in the top right corner), the page does not display coloured tags. However, you can still use the coloured tags to filter the rows.
