Important tags can be tracked right on your dashboard view by using the order tags dashboard card. Up to 5 tags can be added to the card, and each user in your tenant can customize the tags they wish to see on the card.
A count of all active phase (Plan, Ship, Bill) orders with the tag applied will display on the card,** and each tag count is clickable. Clicking on the tag will take you to an order filter view which displays all orders with the tag applied, allowing easy action to be taken on orders that meet that criteria.
In order to set up your orders dashboard card with your desired tags, follow the instructions below.
Configuring the Order tags card
On your dashboard, you’ll see a card called Orders tags. If you have never configured this card before, you will see a button that says ADD TAG, which you'll click to begin.
Now you may enter up to five tags. Start typing in a tag name, and Turvo will automatically pull up any existing tags that match, or you can create a brand new tag right from here. Click SAVE to save changes.
Note: Make sure the tag name is entered correctly when searching for existing tags. Any typos may result in not finding the tag and mistakenly creating a new tag.
Updating the Order tags card
Once you have configured the card, you may change which tags are displayed at any time by clicking the Edit button in the upper right corner of the card.
Simply click the X next to any tags you wish to remove, and type in a new tag to select a new one. Click SAVE to save your edits.
Viewing tagged orders
To view all tagged orders, click on the tag you wish to view.
This will take you into an order view with a filter applied to show only orders with the specific tag applied.
You may click on the Filters icon on the top right side of the screen to add additional filtering criteria to narrow your results further. Click APPLY to see the results.
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