How to Use Tags in Dubsado
In August 2018, Dubsado* released a tagging feature. It’s kind of similar to how you would tag subscribers in an email marketing software like ConvertKit* or ActiveCampaign.
Tagging is simply a way to categorize or classify a project.
This makes it easy to search for a group of projects on the Projects page and also to distinguish your projects from one another.
Now, this is an optional feature in Dubsado*. If tagging sounds overwhelming to you, you don’t need to worry yourself with it. However, tags are very simple to use for users of all levels.
How Tags Work
Tags stick to a project, not to a client. Meaning, if a client has more than one project in Dubsado, you won’t automatically have the same tag on both projects. If you want the same tags the client’s projects, you’d have to add those manually.
Tags vs. Lead Statuses and Job Statuses
You can also categorize or classify a projects using lead and job statuses. Most often, temporary classifications work best for the lead and job statuses while more permanent classifications work best for tags.
Lead statuses make up the lead funnel. Job statuses make up the job funnel. These exist for you to monitor how a lead or booked client is progressing through your relationship with them. The keyword here is “progressing.”
Statuses are a way for you see where “where” your clients are at a glance.
For this reason, lead and job statuses generally work best for temporary categorizations. With tags, you have a secondary way to categorize.
These two features combines allow your to have a mix of classifications / categorizations inside Dubsado,* so you can have optimal flexibility!
I recommend using lead and job statuses for organizing projects by “progress.”
I recommend using tags for organizing projects by “category” or “characteristic.”
Workflows
You can add or remove tags via workflows. You can also add or remove tags manually if you’d like.
How to Add Tags
Tag Limits
You can add as many tags to a project in Dubsado* as you’d like.
Searching By Tag
And if you’d like to filter by tag, you can do that on the Projects page. You can see all the projects with a specific tag
If you filter by two tags, Dubsado will populate the projects that have both tags.
Tagging Samples
Here’s a little inspiration for your tags in Dubsado.
Bakers
1 Layer
2 Layers
3 Layers
Designers
Logo & Branding
Branding & Web
Design Package 1
Design Package 2
Coaches
Program 1
Program 2
Program 3
Photographers
City
Session Type
Month / Year
Event Planners / Venues
Month / Year
Vendor names
Virtual Assistants / OBMs / Project Managers
Service / Package Type
Short Term or Retainer Client
General Tags
Repeat Client
Referred Client
Tagging is great way to organize your projects however you want inside of Dubsado.* I encourage you to take advantage of this feature even if you’re a complete beginner. The key is decide how you want to organize your projects and then tag accordingly. Happy tagging!
What tags do you / will you use? Share in the comments below.
