---
title: How to organize my projects and add notes to it? Understanding Project Tags and Description Notes
description: Learn how to setup project tags and description notes in Shedmate.
---
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# How to organize my projects and add notes to it? Understanding Project Tags and Description Notes
## Creating Project Tags and Description Notes in ShedMate
### Objective
### This SOP outlines the steps to create and manage project tags and description notes in ShedMate for effective project organization.
### Key Steps
**1. Introduction to Project Tags** [0:00](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=0)
- Understand the purpose of project tags and description notes in ShedMate.
- Recognize the importance of organization for return on investment (ROI).
**2. Accessing Drafts and Jobs** [0:46](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=46)
- Navigate to the drafts section for quotations and job proposals.
- Identify the tags section for both drafts and jobs.
**3. Creating Project Tags for Drafts** [1:08](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=68)
- Click on a draft project to select tags.
- Use tags such as:
- New: for new inquiries.
- Quoting: when the project is being quoted.
- Quote sent: after sending the quotation to the customer.
**4. Creating Project Tags for Jobs** [2:10](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=130)
- Access the jobs section to manage project workflows.
- Use tags such as:
- New project: for new jobs.
- Delivered: when the project is completed.
- Ordering materials: when materials are being procured.
**5. Adding New Categories and Modifying Tags** [2:47](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=167)
- To add new categories, click on the option to create a new tag.
- Assign a name and color to the tag (e.g., 'Concreting in progress').
- Save the new tag.
**6. Using Description Notes** [3:31](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=211)
- Navigate to the description notes section of a project.
- Add notes regarding project status or tasks (e.g., 'Josh, please work on the quote').
- Include dates and specific details as necessary.
**7. Weekly Team Meetings** [5:24](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=324)
- Use project tags and notes to prepare for weekly team meetings.
- Review the status of each job and update notes accordingly.
**8. Filtering Projects** [6:23](https://loom.com/share/cfa276f055eb4ea5b35699dc00ae6b8e?t=383)
- Utilize the filtering options to view specific project statuses (e.g., all projects ordering materials).
### Cautionary Notes
- Ensure that all team members are trained on how to use tags and notes effectively.
- Regularly review and update tags to maintain clarity and organization.
### Tips for Efficiency
- Encourage team members to update project notes immediately after any significant change.
- Use consistent naming conventions for tags to avoid confusion.
- Schedule regular reviews of project statuses to keep everyone informed.
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