All about Tags

If you are interested in knowing and understanding about a given aspect or asset of your hotel, tags are very helpful.

1. They help you categorize information -- all notes and tasks pertaining to a tag appear on tag feed which acts like a logbook for that tag. So, you can have a logbook for #Boiler with all historical\, current\, and outstanding information in one place.

2. Tags also good for analysis. We provide full reporting on tags. So\, if you want to see how many #WiFi issues you are having and if there is any particular section of your hotel that's unusually affected\, you can see it all in the reports and correlations we provide for all tags.

What are tags?
  • Each tag is like it’s own logbook.
  • There are 4 types of tags:
    1. Equipment: Assets like your boiler, HVAC and more.
    2. Room: Each room in your hotel.
    3. General: Used for business purposes like lost and found, guest issues and extra items given. The #GuestIssue tag helps you monitor the life cycle of guest requests/complaints from problem resolution through to guest verification and beyond. TBD:
    4. Public Space: Areas like the lobby, courtyard, parking lot, etc.
How can I see the history of a tag?
  • Go to the tag wall. Each tag wall includes all the history for that tag, including:
    • Overdue, current, and upcoming tasks and checklists associated with the tag
    • Running feed of all notes, tasks and comments that use that tag
    • Information associated your team has added to the tag wall (example: receipts and contact info for the boiler)
  • There are several ways to get to the wall for a tag.
    1. Click on a tag in an existing note, task or comment - it will be highlighted in blue and acts as a link.
    2. Click on the ROOMS link or the lower left of your screen to go to a room tag wall.
    3. Click on the tags in the lower left of your screen to go the wall for that tag. The tags that appear in the lower left have been favorited by admins at your hotel.
    4. Click on “Collaboration” on the top blue navigation bar and choose “All Tags.” From here you can choose the tag you want to explore.
How can I add a tag to a note, task, or comment?

There are 3 ways to add tags to notes, tasks and comments.

  1. Use Template Tasks
    • Setup template tasks with the tags you would like your team to use already included. Your team can then click on the template task and
  2. Add Note/Task from Tag Wall
    • When you add a note or task from the wall of a tag, that item will automatically be tagged.
    • Here’s a shortcut to quickly add room tags:
      • Click on “ROOMS” on the lower left
      • Any note or task you create on the room wall will automatically be tagged with that room #
  3. Add Manually
    • You can add tags to any note, task or comment manually.
    • If you forget to tag, you can edit the item to add a tag.
    • Tags in comments do not show up in reporting.
    • To add a tag manually, type # key followed by the name of the tag with no spaces, then hit the “enter” key when the tag you want is selected
    • Once you add the tag, you can rollover the tag with your cursor to get instructions about what content to include. In the example below for #Lost&Found, the instructions say to include information about what was found and where the item was found .
    • When you successfully add a tag, it is highlighted in blue. Note that this does not apply to the subject of a task.
How can I see my hotel’s tags?
  1. Click on “Menu” on the top blue navigation bar and then choose “Operations”
  2. Click on any tag to see all activity related to that tag
  3. Check the “show archived” checkbox in the top right corner to include archived content on the page
How can I add a new tag?

Admin users can create new tags. Here is a video of the process:

  1. Click on “Menu” on the top blue bar and then choose “Operations.” Then, click on the blue “Add Tag” button in the top right corner
  2. In the “tag name” box, type in the tag you want to add (e.g., “Cash”) - you don’t need to include the # when you create the new tag
  3. Under tag kind, choose what type of tag you are creating
    1. General: Used for business purposes like lost and found, guest issues and extra items given. The #GuestIssue tag helps you monitor the life cycle of guest requests/complaints from problem resolution through to guest verification and beyond. TBD
    2. Room: Each room in your hotel.
    3. Equipment: Assets like your boiler, HVAC and more.
    4. Public Space Tag: Areas like the lobby, courtyard, parking lot, etc.
  4. Provide hint (tool tip) for tag usage
    • What information do you want your team to provide when they use this tag?
    • For example, with the #Lost&Found tag, you might want your team to tell you where the item was found, a description of the item
  5. Press the blue “create tag” button to add the tag
  6. If you would like the tag to appear in the lower left of the screen all the time as a shortcut and reminder, click “make favorite” in the top right of the screen after adding a tag
How can I modify an existing tag?

Admins can modify tags

  1. Click on “Menu” on the top blue bar and then choose “Operations”
  2. Click on the tag that you would like to edit
  3. Click on the pen and paper next to the tag name on the top left of the screen
  4. Click the blue “Submit” button to save your changes