How to Customize Project Tags and Actions

Summary:

Using project tags and actions will help your team stay organized with tasks related to project management. You can fully customize project tags and actions to suit your business needs and installation process.

Table of contents:

Project Tags

Project Actions

How to Edit Your Project Tags and Actions

Project Tags:

Project tags will allow you to filter and identify projects by status or designation. For example, you may want to designate a particular project with the following tags: EV Charge Station, Main Breaker Upgrade, Electrical Work Required.

Adding project Tags:

A project tag can be added to a project by:

• Going to the manage tab
• Select “Add tag”
• Add the tag you want to use in the window pop-out:

Locating a project using the tag:

You can filter projects based on a specific tag in your Projects zone.

• Click on “sort & filter” in the top right corner
• On the window pop-out select “+ add filter”

• Click the “Tags” dropdown and select the tag you wish to filter for your projects

After filtering for a specific tag, you are also able to download a CSV report by selecting “export to CSV”

If you want to create a queue of projects to help your team to work on different tasks check this article.

Project Actions:

Project Actions are found in the project zone > Manage tab and they allow you to fully customize your project timeline based on specific action items. OpenSolar has already enabled default project actions for you to use. 

How to Edit Your Project Tags and Actions:

You are able to customize your project tags and actions in the Control zone > Company > Business Process. You can edit existing or newly created tags/actions, delete, or create new ones.

1. Click on the Manage Project Actions button
2. Add the title of the action
3. Choose which stage the action will be under
4. Choose the order in which the action will appear on the project page
5. Click on the button to add your Action to the list.

Note: When you are customizing your project actions, there are two important columns: Stage and Order. You can click “edit” for any project action to change the “Stage” in which it will appear on your project timeline (i.e. Design, Sell, install, Maintain).

By adjusting the number in “Order” you can adjust the order for each project action within that particular stage. A lower number will appear before a higher number in the timeline.