Can I batch edit tags and hashtags?

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Yes, you can edit or add tags to a group of tasks, plans, or photos.  A tag is another way to group or filter tasks, plans, or photos.  These tags are a great way to organize and associate tasks, plans, or photos with a specific trade, location, punch list, or anything else you'd like.  Batch tagging can be done on the web version of Fieldwire. Below we will show you how to batch tag tasks, photos, and plans. 

1. Tasks
As outlined in previous articles, you can add a tag to a task by using the hashtag (#) symbol in the body of the task. However, if you'd like to add or remove a tag to a number of tasks at once:

1) Go to the Tasks page and select all the tasks you would like to tag by clicking the tick mark that pops up when you hover over the tasks.  

2) After all tasks are selected, click the Actions button at the top of the screen.  You will then select Manage tags.  

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3) The Manage tags box will appear.  Here you can enter a new tag or start typing an existing tag to add the tag to all selected tasks.  To remove tags from the selected tasks, click the next to the tag name.

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Insight: Notice that once I hit enter and add my tag, the tag will appear darker than the existing tags.  Darker text means that the tag has been applied to all selected tasks.  Lighter text means the tag is included in some tasks but not all.  This will be the same with photos and plans.

4)  You are now able to filter tasks (on web or mobile) by the tag and only those tasks will appear.

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Filtered_Tasks.png

Insight: Whenever the tasks are filtered on web, the Filter tasks bar will be highlighted.  This will be the same for photos and plans.

 

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[View on mobile]

2. Photos

The process for batch editing photos is very similar to editing for tasks.  

1) Select all photos you would like to tag by clicking in the upper left hand box of each photo thumbnail.  

2) After all photos are selected, click the Actions button at the top of the screen.  You will then select Manage tags.

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3) The Manage tags box will appear.  Here you can enter a new tag or start typing an existing tag to add the tag to all selected photo.  To remove tags from the selected photos, click the next to the tag name.

4_2__Manage_Tags.png

4)  You are now able to filter photos by the tag and only those photos will appear.

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3. Plans

The process for batch editing plans is very similar to editing for tasks and photos.  

1) Select all plans you would like to tag by clicking in the upper left hand box of each plan thumbnail.  

2) After all plans are selected, click the Actions button at the top of the screen.  You will then select Manage tags.

5_1__Filter_Plans.png

3) The Manage tags box will appear.  Here you can enter a new tag or start typing an existing tag to add the tag to all selected plans. To remove tags from the selected plans, click the next to the tag name.

4)  You are now able to filter plans on (web or mobile) by the tag and only those plans will appear. 

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[View on Web]

 

 Mobile_Plans_Filtered.png
[View on mobile]

 

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