How-to
Tag an Order Manually
Here’s how to apply a tag to a single order:
Open the specific Order.
Click “More” in the upper right corner.
Select “Apply / Remove Tag” to open the Tag Manager.
You can select an existing tag or create a new one.
Tag Orders in Bulk
To quickly apply a tag to multiple orders, use the bulk action tool:
On the Orders page, select one or more Orders by checking the box next to each.
Select “Apply/Remove Tag” from the dropdown menu in the toolbar.
Choose or Create a Tag
When you click Apply/Remove Tag, the Tag panel will appear.
To use an existing Tag: Check the box next to the Tag name.
To create a new Tag:
Click Create New.
Enter a Tag name.
Choose whether or not to add it to a Tag Group.
After creating or choosing your tag, click “Apply.” The Tag will now appear on the Order.
Show Order Tags on the Orders Page
By default, the Tags column is hidden. Here is how to show it:
On the Orders Page, click the “Show Columns” button.
Check the box for Tags.
View a Tag on an Order
When you open an Order, you will see all associated Order Tags listed along the top of the page.
Filter Orders by Order Tag
To find all orders with a specific tag:
Click the Filters (funnel) icon in the upper right corner of the Orders Page.
Check the boxes for the specific Tags you wish to filter for.
Click “Apply."
Related Articles
See How to Tag a Presentation for more information on how to set up Presentation Tags to automatically carry onto Orders.