How to Create and Use Tags in FieldTask

Learn how to create Tags for Jobs and Customers and use them to organize information more efficiently in FieldTask.

Tags in FieldTask allow you to label Jobs and Customers based on specific conditions or characteristics.

This makes it easier to organize and sort Jobs or Customers that share something in common without affecting others in your system.

You can create and attach Tags from several places in FieldTask.

Create Tags During Job or Customer Creation

When creating a new Job or Customer:

• Click + Tag.
• Enter the name of the Tag you want to use.
• If the Tag already exists, select it from the available options.
• If it does not already exist, an option to create the new Tag will appear.

You can then attach the Tag to the Job or Customer you are creating.

Add Tags from the All Jobs or Customers Page

You can also add Tags directly from the listing pages.

• Go to either All Jobs or Customers.
• Locate the Job or Customer you want to tag.
• Click + Tag beside the corresponding entry.
• Enter the Tag name.
• Select an existing Tag or create a new one if it is not already available.

Add Tags from Job or Customer Details

Tags can also be added directly from the Job Details or Customer Details page.

• Open the Job or Customer you want to update.
• Click + Tag.
• Enter the Tag name.
• Choose an existing Tag or create a new one.

This allows you to update Tags without having to return to the main Job or Customer list.

Create Tags from Tag Management

You can also manage Tags from one central location.

To access Tag Management:

• Go to Settings from the left sidebar.
• Open Tag Management.

From this page, you can create and manage the Tags available in FieldTask.

Customer Tag Sync with HighLevel

Tags attached to Customers can sync between FieldTask and HighLevel.

This means Customer Tags created or attached in FieldTask can sync to HighLevel, and Tags from HighLevel can sync back to FieldTask.

📌 Note: Because Customer Tags sync between FieldTask and HighLevel, you do not need to create and maintain the same Tags separately on both platforms.