Location area tags help organize and manage your locations effectively. This guide will walk you through setting up and using these tags to enhance your workflow.
Location area tags are labels that categorize locations based on specific attributes, such as:
- Geography: e.g., "East Wing," "South Campus"
- Functionality: e.g., "Storage," "Production Floor"
- Responsibility: e.g., "Managed by Team A," "Supervisor B"
These tags provide quick insights into the purpose, status or assignments of each location.
Now that we've covered how location area tags are used, let's breakdown the steps to add them to your locations.
- From the home screen, select the Locations workspace.
- Choose the location you want to tag.
- Click the Location Area field
.
- From the dropdown menu, select an existing tag. If you want to create a new tag, enter your desired tag in the Search box and then click Create Tag
.
- Click Save
in the top-right corner of the location card.
- On the left-hand side, click into the Locations workspace.
- Choose the location you want to tag.
- Click the Location Area field
.
- From the dropdown menu, select an existing tag. If you want to create a new tag, enter your desired tag in the Search or Create box and then click Create A New Tag
.
- Click Save
To ensure that tags are used to optimize location organization, follow these best practices:
- Use consistent terms (e.g., "North Building" instead of "NB").
- Combine tags for more detail (e.g., "Storage, High-Priority").
- Create a tagging guide for your team to ensure uniformity.
Regularly reviewing and removing unused or duplicate tags is also essential for maintaining clarity in your system. For detailed instructions on customizing, updating or deleting tags, visit our article, Edit Values in Tag Fields.