Booking a new project? If you’ve been using tags to set up your People, you can drill down to any team or function quickly to find the team for your next new project.
1. Click the pencil icon next to a Person’s name to open the edit panel. Click on a “new tag” and enter a descriptor you’ll use to find them later--like a team name (design) or specialization (ruby).
2. Then, with the editing panel closed, you’ll be able to filter People, not just by their names now, but also by any tags you’ve added.
3. So when you’re looking for a designer for your next project, they’ll be easy to find.
Wishing you new projects aplenty to book in the new year! Happy Holidays!