Setting up categories and tags

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

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.

An example for creating a Location category for Projects.

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.

Example tags for a Location category.

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