Every contractor ends up with their own private filing system — the jobs you check on first thing Monday, the ones waiting on the city, the ones for that one client who calls a lot. It usually lives in your head, which works fine until the list gets long enough that it doesn’t.

Tags are that filing system, written down. They’re short color-coded labels you create for your own team — “Urgent,” “Kitchen,” “Waiting on Permit,” whatever matches how you actually think about your work — and once they’re on your jobs you can filter your whole list down to just the ones you mean.

Tags live on your Projects and Opportunities lists. Click the tags area on any row to add one, and use the Tags filter at the top of the list to narrow things down to what you’re looking for. Tags are shared across your team, so everyone works from the same set of labels.

Tags follow a job wherever it appears, so you don’t have to remember which view you tagged it from.

On your lists. Both the Projects page and the Opportunities page have a Tags column in list view, showing each job’s tags right in the row. Click that column and you can add or remove them without leaving the list.

On cards. In card view on the Projects page, and in the pipeline view on the Opportunities page, tags sit on the card itself alongside the status and source. If a job has none yet, you’ll see a + Add a tag link instead.

On the project itself. Open any project and its tags appear in the header at the top, next to the status badge, source, and project ID. There’s a small + button there for adding more.

One thing that saves confusion later: tagging an opportunity and tagging its project are the same act. Tags attach to the underlying job, so a tag you add from the Opportunities page shows up on the Projects page too, and the other way around.

Your team’s tag list is edited in one place. Click the tags area on any project to open the picker, then click Manage Tags > at the top of it. A panel slides in from the right with every tag your team has.

From here you can:

There’s one rule on deleting: a tag that’s currently on a project can’t be removed. Try it and Eano will tell you the tag is in use and needs to come off every project before it can go. That’s deliberate — it means a tag can never vanish out from under a job that was relying on it.

Wherever you find tags, clicking them opens the same picker: a searchable list of your team’s tags, with the ones already applied shown as chips you can click to remove.

Type in the search field to jump straight to a tag by name, which saves scrolling once your team has built up a decent list. You can put up to ten tags on any one job; the search field will tell you when you’ve hit the limit.

Tagging pays off at the Tags filter, which sits in the filter bar at the top of your Projects and Opportunities lists alongside Status and the rest. Open it, pick one or more tags, and the list narrows to jobs carrying them.

Pick several and you’ll see anything carrying at least one of them — so “Kitchen, Bathroom” gets you every kitchen job and every bathroom job, not only the jobs that are somehow both.

If there’s one tag you’re constantly checking for, you can promote it out of the Tags column and give it a column of its own. Open Configure Columns on your Projects or Opportunities list, and under the available columns you’ll find Add Custom Tag Column — pick a tag and it becomes its own sortable column showing which jobs carry it.

It’s the better tool when a tag is really a property of the job you want to scan down a list, rather than a label you occasionally filter on.

Sometimes the filter you want is the opposite one. Say you keep a “Long Term Nurture” tag on the opportunities you’re not chasing right now — jobs you don’t want cluttering the pipeline but aren’t ready to archive either. Rather than tagging everything else “Active” just to have something to filter on, you can filter for everything that isn’t Long Term Nurture.

Open the Tags filter and you’ll find a small Tag is control at the top of the dropdown. Click it to switch between two options:

With several tags selected under “is not,” anything carrying any one of them gets hidden. And jobs with no tags at all always survive an “is not” filter — they don’t have the tag you’re excluding, so there’s nothing to exclude them for.

Once it’s on, the filter button itself reads are not ahead of your tags, so you can tell which way it’s pointing without opening anything.

Worth planning around: the switch goes back to “is” when you reload the page or navigate away, so it isn’t something you set once and forget. If a negative filter is part of how you look at your list every day, save it as a Saved Filter — the is/is-not choice gets captured with everything else, so the whole view comes back in one click.

Admins and Owners have the full set: create tags, rename and recolor them, delete them, and apply or remove them from jobs.

Core Members and Superusers can apply and remove tags on projects, and can open the Manage Tags panel to see the full list. What they can’t do is change that list — creating, renaming, recoloring, and deleting tags are all reserved for Admins and Owners.

Subcontractors and Field Workers can see the tags on jobs they have access to, but can’t change them.

Tags are a team-wide set, not a personal one. When you create or rename a tag, everyone on your team sees it. There’s no such thing as a private tag, so it’s worth agreeing on names before everyone invents their own.

Renaming is safe. Change a tag’s name and it updates everywhere it’s already applied. Nothing needs reapplying.

There’s no cap on how many tags you can create — only on how many go on a single job, which is ten.

Colors come from a fixed palette of fifteen. You can’t paste in a custom color code. The upside is that the set is built so tag text stays readable on every one of them.

Tags are part of the advanced feature set. If you don’t see any tagging controls on your lists at all, your plan likely doesn’t include them.

Can I filter for everything that doesn’t have a certain tag?

Yes. Open the Tags filter, click the Tag is control at the top, and switch it to is not. Pick your tag and anything carrying it drops out of the list. This works on the Projects and Opportunities lists.

Does my “is not” filter stick around after I refresh?

No — it resets to “is” when you reload or move to another page. To keep it, save the view as a Saved Filter. The is/is-not choice is stored with it, so loading that filter brings the negation back too.

If I filter for “is not Urgent,” do I still see projects with no tags at all?

Yes. Untagged projects don’t carry the tag you’re excluding, so they stay put. “Is not” only removes jobs that actually have the tag.

Why won’t it let me delete a tag?

Because it’s still on at least one project. Eano won’t delete a tag that’s in use. Remove it from every job carrying it, then delete it.

I tagged an opportunity. Why is the tag showing on the project?

Because they’re the same job. Tags attach to the underlying project, so anything you tag from the Opportunities page carries over — that’s intended, not a glitch.

Can I switch between card view and list view?

Yes, using the toggle at the top of your projects list. Tags work in both; they just sit in slightly different places. Your choice is remembered next time.

Does the Schedule page have the is/is-not switch too?

No. The Tags filter on the Schedule page works the standard way. The is/is-not control is on the Projects and Opportunities lists.

I don’t see any tagging option anywhere. What’s going on?

Tagging is part of the advanced feature set, so if the controls are missing entirely across your lists, it’s most likely your plan. Your team administrator can check, or reach out to us and we’ll take a look.

If your team has built up so many tags that the picker has become a scrolling exercise, tags can be sorted into named groups — job types in one, priorities in another — so the picker shows a handful of collapsed categories instead of one long list. It’s an add-on we enable account by account rather than part of a plan. See Organizing Your Tags into Groups.