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How to create and assign shift tags

Use shift tags to make similar shifts stand out from each other.

Updated over 2 months ago

What are Shift Tags?

Shift tags are a great way to make similar shifts stand out from each other. Whether someone is working from home, on-call, or needs a certain certification for the shift, tags allow you to distinguish shifts with the same role from each other. You can create custom tags, assign them to shifts, and even filter your schedule or time tracking view by tag to find exactly what you’re looking for.

How to create a tag

When creating or editing a shift, just click on ‘+ tag’. To create a new tag, choose ‘+ new tag’, and create your tag.

How to assign a tag to a shift

Want to tag a shift? While creating or editing a shift, click ‘+ tag’ to either select an existing tag or make a new one.

How to edit or delete a tag

Start by creating or editing a shift, click ‘+ tag’, and choose ‘Manage tags’. From there, use the three dots next to a tag’s name to edit or delete it.

How to filter shifts by tag

Need to focus on specific shifts? You can filter your schedule or time tracking view to only show shifts with a specific tag. Use the filter option and choose the tag(s) you want to view.

FAQ

Can I assign multiple tags to a shift?
Yes, feel free to add as many tags as you need!

Are tags assigned to employees like roles?
No, tags are only linked to shifts, not employees. So, you can assign any tag to any shift.

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