Why read this? Tags in Rundoo are a powerful way to group, filter, and manage your products and customers. Whether you’re identifying non-taxable accounts or flagging specialty products, tags bring order to the chaos.
📚 Rundoc Topics
✨ Creating and Managing Tags in the Admin Area
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🔑 1. Access the Admin Area
- Head to your Admin area.
- Click into the "blocks" section—this is your control panel for tags and more.
🏷️ 2. Select the Tags Section
- Within blocks, click on "Tags" to open your tag library.
➕ 3. Add a New Tag
- Tap the “+ Add Tags” button in the top right.
- Choose a descriptive name like
non-taxable, VIP contractor, or Clearance Item.
- Assign it a type:
Customer or Product.
- (Optional) Attach it to a specific company.
💾 4. Save the Tag
- Click Save to lock it in.
👀 5. View Created Tags
- You’ll now see your tag listed with all others in your tag library.
🗑️ 6. Delete a Tag (if necessary)