Set up and prioritize tags for the Dispatch BoardLast updated on 09/23/2022
On the Dispatch Board, tags appear when hovering over job bubbles and in the Job Tray under the Tags column. Short codes for tags also display in the job bubbles themselves. Tags, when properly prioritized, help you to know what to focus on when looking at the Dispatch Board. Set up your tags so that they help you to manage your dispatching needs.
Things to know
The default tag importance level is Medium and when you’re creating tag types, most of them should stay set to Medium. If you mark too many tags as High importance, then nothing will actually stand out and take priority on the Dispatch Board.
On the Dispatch Board, tags are arranged by importance level, and then alphabetically. For example, if the tags for a customer are Member, Urgent, and 2015 Customer, and Urgent is marked as High importance, you see the tags in the following order: Urgent, 2015 Customer, and Member.
High Value, with a short code of HV, to call out jobs that are likely to lead to increased revenue
Urgent, with a shortcode of two exclamation point emojis, to immediately bring focus to jobs that are the most important
Set up a tag for the Dispatch Board
Go to the navigation bar and click the Settings icon. In the side panel, click Operations > Tag Types.
Choose a color for the tag.
Name the tag.
Add a short code for the tag. The shortcode is a briefer description of the tag.
Note: Because the short code display in the job bubble, keep them brief so that more of them can show up. Emojis are a great way to save space in short codes. For example, for the Urgent tag, you could add the exclamation point emoji.
Choose the importance level for the tag. Most tags are Medium, which is the default.
Check Conversion opportunity if you want all jobs marked with this tag to be considered a conversion opportunity. To learn more, see Replacement Opportunity Workflow.
Check Show on Dispatch Board.
When you're done, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.