tiny+ knowledge base
  • Welcome
  • Our pitch
  • Using tiny+
    • Getting started
      • Designing your project pipeline
      • Designing your client relationship pipeline
      • Setting up categories and tags
      • Importing your content
      • Adding your team
    • Guides
      • News Feed
      • For Me
      • Projects
      • Companies
      • Contacts
      • Assessments
      • User Permissions & Roles
    • How Tos
      • Merging duplicate records
      • Subscribing to a news feed
      • Enabling Two Factor Authentication
      • Building Lists
    • Integrations
      • SharePoint / Intranet
      • Office 365
      • Synergy
      • Mailchimp
      • Zapier
      • Custom integrations
    • Advanced topics
      • Project date fields
      • Single Sign-On (Azure)
  • API Documentation
    • Introduction
    • Getting access
      • Javascript token
      • Simple access token
      • Register a Client App
      • oAuth Authorisation process
    • Endpoints
      • Projects
      • Companies
      • Contacts
      • Enquiries
      • Team Members
      • Tasks
      • Meetings
      • Posts
Powered by GitBook
On this page
  • What are Categories and Tags?
  • Creating your first Category
  • Adding new tags
  • Examples

Was this helpful?

  1. Using tiny+
  2. Getting started

Setting up categories and tags

Sort your projects, companies and contacts into logical groups with Categories and Tags.

PreviousDesigning your client relationship pipelineNextImporting your content

Last updated 5 years ago

Was this helpful?

What are Categories and Tags?

Categories and Tags are the way you can logically group and classify records in tiny+. A Category is a logical collection of related Tags.

For example, a Category could be Location and its related Tags could be Sydney, London and New York.

Categories and Tags can be set up and related to all types of records in tiny+, unlocking powerful reporting and data organisation capabilities.

Also, Categories can be applied to different types of records. For example, the Location category above could be applicable to both Companies and Projects.

Creating your first Category

Categories are set up from the Account Admin -> Categories page.

  1. Click the + new category button.

  2. Give the new Category a name. Some examples are included below for inspiration.

  3. Select the types of records that a category can belong to.

  4. Choose other options as displayed and then choose a display colour.

Adding new tags

Once you've created your category, you can add tags on the following screen.

Click + add new tag and type the name in the field that appears. Then click Save.

Examples

Looking for ideas on the best ways to categorise your records? Here are some commonly used categories.

Category

Tags

Relevant To

Managing Office

Sydney, London, New York

Projects, Companies, Contacts

Client Type

Developer, Owner Operator, Builder, Government

Companies, Contacts

Service Type

Architecture, Urban Design, Interior Design

Projects, Companies

Market Sector

Aged Care, Commercial, Education, Residential

Projects, Companies, Contacts

Priority

High, Medium, Low

Projects, Contacts

Region

North-East, South, West

Projects, Companies, Contacts

An example for creating a Location category for Projects.
Example tags for a Location category.