How to: use tags in your team
As team administrator, you have full control over various functions for the team, including rates, reporting period and reporting details.
You can now create tags that your team can use to annotate and add detail to their trip records.
Individual users can also add tags to their own trips, but for teams, there are several additional features available.
Administrator control
The most important feature of tags for teams is administrator control. When you have set up a team with its own workplace, tags for that team workplace are controlled by the team administrator.
You can use the default tag list but also create new tags to suit your team and your requirements.
When these tags are created, every member of the team can add them to their trips, then include those in their reports. They can add or remove tags on any trip they have created, but they cannot create new tags, or edit or delete the tags themselves. Only the team administrator can perform those tasks.
How can administrators create tags
To create, delete or view tags, open the app and go to Settings > Tags.
You can also add and edit tags on the website under Settings > Tags.
Choose your team workplace here, if you have more than one workplace.
Remember: Each workplace in your account will have its own separate set of tags.
Tags can be any text you need, so be as precise as you like.
They can also be saved in different groups to help with your records. You might have a group for trip descriptions and another for client details, for instance.
In the app, tap the + sign in the top right corner to add a new tag.
On the web, select Create Tag.
There, you will be prompted to create the tag and also assign the tag to a group or create a new group:
Each tag needs to be placed in a group, but there will always be a default Activity group if you do not want to add any more.
After you tap Save you can add any further tags you need in the same way.
Working with tags in the Inbox or All Trips tab
As an administrator, if you are tracking your own mileage as well, you can add and review trip tags for the team workplace as you review trips in the Inbox or All Trips tab.
When you review or check any trip in the inbox or All Trips tab, you will see a Tags field with the other details.
- Click in the field and add an existing tag there by tapping the tag.
- For a new tag, just start typing it and you will be prompted to create the tag.
- When you’ve done, tap Done to finish and save.
Frequently asked questions
Q: Will I be able to make reports by filtering for tags?
Yes! Look at our main article on How to create reports to learn more, but in the app and on the web you can now filter by one or more trip tags you have created when making a report. In a team, these reports can then be sent to the administrator and then tags used will be available to the administrator.
Q: I’m a member of a team. Can I make my own tags?
No. Tags have been set up for teams to allow the administrator to create and edit tags, and for the team managers and members to use those tags in their trip records. As a team member, you could create a personal workplace to use your own tags as well, but do check with your administrator first to see if that will suit your team.