Tags are used throughout WorkZerk and apply to Contacts, Workers & Onboarding.

You can think of Tags as a classification or grouping. They are more powerful than social media hashtags though, because in WorkZerk you predefine the Tags and use them throughout the platform.

Our customers use Tags in different ways, so we can’t tell you exactly what Tags you need to setup. We can however provide suggestions or ideas that you might find useful.

Add a new Tag

Tags are setup on the Tags Tab within the Admin area, by clicking on Add/Save Tag to create a new Tag.

Tags are very simple to add, there is just one field being the Tag Name together with the ‘Hide on Portal’ switch.

Tags can be setup with lower case, upper case or a combination (e.g. camel case). They cannot contain any spaces though, just like a hashtag on Instagram cannot have spaces.

They are limited to 50 characters, but we recommended keeping Tags as short as possible to work well on mobile devices and the printed runsheet.

Hide on Portal simply means that the Tag will not show in the portal. There are many scenarios where you may wish to keep the Tag hidden in the portal.

The Tag relates to a rating of some sort, and you prefer that to be kept for internal use only. While there is a 1 Star to 5 Star Rating field in the Contact, you might invent your own rating system using Tags.
Anything else that is on a ‘need to know’ basis, and the only people that need to know are the Admin users.

Examples of Tags

Here are some examples of popular usages for Tags within WorkZerk:

Trade-Based Roles

For example SCAFFOLDER, ELECTRICIAN, PLUMBER, CARPENTER, PAINTER, CONCRETER etc.

Certifications

This is a very popular way to use Tags, for example WORKING-AT-HEIGHTS, FORKLIFT-LICENSE, TRAFFIC-CONTROL, FIRST-AID etc.

Contact Filter (Searching Contacts)

Filter Contacts by Tag to locate all Contacts with that Tag:

Contact Filter (Adding Workers from Contacts)

Filter Contacts by Tag and add them as Workers:

Onboarding Filter

Add Onboarding for Workers only with a specific Tag (Tag Context):

Deleting a Tag

Think carefully before deleting a Tag, because you may have tagged hundreds or even thousands of Contacts or Workers with Tags. Deleting the parent Tag will remove that information from potentially many records at the same time.

To delete a Tag, navigate to the Tags Tab in the Admin area and enter Delete Mode by switching this on.

You will then be able to select one or more Tags at the same time, and then click the DELETE button to delete the Tags.

Renaming a Tag

Renaming a tag is easy, just navigate to the Tags Tab in Admin, search for the Tag name using the text Filter.

Click on the Tag to edit the tag, click inside the Tag Name - rename the tag, then click ADD/SAVE TAG.

Everywhere this Tag was used will now update with the new Tag name.

Tags Guide