How to use tags to organize entries in ReChive
How to create, rename, and delete tags, add them to entries, and filter entries by tag.
Tags in ReChive are labels you attach to entries to group them in a way that suits your workflow, such as "Subscriptions", "Office costs", "Car", or "Project Alpha". You create and manage them on the "Tags" tab of ReChive, add any number of them to an entry in the entry form, and filter your entry lists by them.
Tags belong to the workspace, so every member of the workspace who can see ReChive uses the same set of tags. Two workspaces never share tags.
Creating a tag
- Open the "Tags" tab of ReChive.
- Click "Add a tag".
- Enter the "Name" of the tag.
- Click "Save".
Tag names are unique within a workspace, regardless of upper and lower case. If a tag with the same name already exists, ReChive shows "You already have a tag with this name!".
You can also create tags while filling in the entry form, without leaving the entry.
Adding tags to an entry
In the entry form, select one or more tags in the tags field. You can change the tags of an entry at any time by editing it. Changes to the tags are recorded in the entry's "Logs" tab like any other edit.
Filtering by tag
- Open the "Pending" or "All entries" list.
- Click "Filter".
- Select one or more tags.
When you select more than one tag, the list shows the entries that have all of the selected tags. For example, selecting "Car" and "Insurance" shows the entries tagged with both.
Renaming a tag
On the "Tags" tab, open the menu of the tag, choose "Edit", change the name, and click "Save". The new name appears on every entry that has the tag.
Deleting a tag
On the "Tags" tab, open the menu of the tag and choose "Delete". Deleting this tag will not delete any of your entries. The tag is only removed from the entries that had it.
Ideas for using tags
- Expense categories: tag receipts and received invoices by category, such as "Software", "Travel", or "Office costs", to find all the costs of one category at tax time.
- Projects or clients: tag every entry that belongs to a project, so you can see all of its documents together.
- Assets: tag the documents of a car, a property, or a piece of equipment, such as its purchase invoice, insurance, and repair bills.
- Workflow steps: tag entries that need a specific person's attention, such as "To accountant".
For finding documents by the person or company you exchanged them with, use connections instead of tags.
Who can manage tags
There are three permissions for ReChive tags: "Add new tags to ReChive", "Edit the existing tags of ReChive", and "Delete the tags of ReChive". The workspace owner always has all three. See Manage the permissions of your workspace members.
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