Tags are a powerful tool for keeping your contracts well-organized and easily searchable. They also streamline report filtering, allowing you to quickly find the information you need without sorting through extensive data.
Watch the Step-by-Step Video
For a visual guide, watch this video:
How to Create a New Tag
From Settings:
Go to the TrueRev dashboard and click the Settings icon.
Navigate to the Tags setting.
Click the “+Add a tag” button.
Enter the desired tag in the input box. Optionally, you can add a description for additional context about the tag.
Click Save to finalize the new tag.
From Profile (While Working on a Contract):
While creating or updating a contract, go to the Profile tab.
Locate the Tags section and type the new tag you want to add.
Click “Create New Tag.”
Wait for the “Saved” notification to confirm the tag has been successfully created.
The new tag will appear next to the search box in the Tags section.
💡 You can also assign multiple tags to a contract for better organization and tracking.
💡 You can create as many tags as you would like, there is no limit.