Tags are a great way to organize your subscriptions. A tag is simply a label, or a category you want to assign to a subscription.  

You can call a tag anything you like and you can create as many tags as you like. You can also apply as many tags as you like to a subscription. Once you have applied tags to your subscriptions, you can then filter your subscription view, reports and calendar by these tags.

Creating a Tag

There are two ways to create a tag.

Account Settings:

1. Go to your account settings
2. Choose Tags
3. Click New

When editing a subscription:

1. Click the + sign next to the tag field
2. Type the name of the tag you wish to create
3. Click save

Assigning Tags

There are two ways to assign a tag.

Account Settings:

1. Go to your account settings
2. Choose tags
3. Click “Apply Tags” button
4. Assign tags by selecting them from the drop down box along each subscription in the list

This is a great way to assign tags in bulk and the fastest way to assign and update.

When editing a subscription

1. Select the Tags dropdown box and select the tags you want to assign to that subscription.

Filtering by Tags

Subscription Tab:

1. Click on the magnifying glass icon next to the “New” and “Advanced” buttons
2. Click on the “filter by” drop down box and scroll down till you see the tags you have set up
3. Select the tags you wish to filter by
4. Clicking off the dropdown box will filter your view

Reports and Calendar views:

1. Expand the Tags menu on the left of the window
2. Select the tags you wish to filter by