Need to better manage the organization of your contacts, companies, projects, or time tracking? Discover how to do it by adding tags :
3)a - Contacts
3)b - Companies
3)c - Projects
3)d - Tasks
3)e - Time tracks
1 - What is a tag?
On Hubflo, tags are like handy labels that help you organize and easily retrieve all your key information, making the daily management of your data smoother and more intuitive.
Tags allow you to create links between multiple data points: for example, with a tag, you can group contacts of the same nature or create families of tasks.
To edit / delete your tags on Hubflo, go to your settings 👉 Tags.
Regularly review and revise your tags to ensure they remain relevant and useful. You can add, modify, or delete tags as needed! 🪄
2 - How to use Tags on Hubflo
On Hubflo, you can add tags for your contacts, companies, projects, tasks, and time tags.
Create tags that match the specific needs of your business. For example, you can create tags for industry sectors or types of clients (such as B2B or B2C).
Then, check the tag(s) that interest you to refine your search :
3 - Tags in Action! 🪄
3)a - Contacts
To add a tag to your contact, here are the steps. 👇
On your contact's file, you can create a new tag in just a minute, don't forget to click on ✅ to validate its creation :
🚀 Tip: Want to apply a tag to multiple contacts/companies that don't have one yet, or replace an existing tag?
Think about using multiple editing 👇
WARNING: If you have one or several tags associated with your contacts/company, this action will replace them, not add to them.
→ For that, you will need to manually associate the tags with your selection.
💡 Here are some other examples of tags for your contacts 💡
Industry Sector :
Technology
Finance
Health
Education
Lead source :
Social Media
SEO
Event
Recommendation
3)b - Companies
To add a tag to your company, here are the steps. 👇
Add/create a tag directly on a company's file
→ As with contacts, you can then apply your tags to multiple companies at the same time
Then filter your companies by checking the tag(s) that interest you :
💡 Here are some other examples of tags for your companies:
Company Size :
SME (Small and Medium-sized Enterprises)
Large company
Start-up
Type of contract :
Annual contract
Monthly contract
Specific project
3)c - Projects
To add a tag to your project, here are the steps. 👇
Add a tag directly on your project's file
Then filter your projects by checking the tag(s) that interest you :
💡 Here are some other examples of tags for your projects
Responsable team :
Marketing
Sales
IT
Human Resources
Risk :
High
Moderate
Low
Type of project :
Internal
Client
Research and Development
Event-based
3)d - Tasks
To add a tag to your tasks, here are the steps. 👇
Add a tag directly on your task's file
Then filter your tasks by checking the tag(s) that interest you :
💡 Here are some other examples of tags for your tasks:
Task type :
Administrative
Research
Development
Communication
3)e - Time Tags
To add a tag to your time entries, here are the steps. 👇
Add a tag directly on your time entry's file
💡 Here are some other examples of tags for your time entries:
Activity type :
Meeting
Development
Training
Client Support
Project phase :
Design
Execution
Completio
Evaluation
Time constraints:
Tight Deadline
Flexible Deadline
No Deadline
💡 Don't hesitate to play with the filters to easily find your tags