Custom Properties & Tags

Estimated reading time: 2–3 minutes

Overview

Custom Properties and Tags allow you to customize how data is captured, organized, displayed, and filtered across Coperniq.

• Custom properties store structured data (fields with values).

• Tags (Labels) provide visual categorization and filtering.

Both are managed from Company settings and help standardize workflows while keeping data easy to find.

Custom Properties

Custom properties are user-defined fields used to capture specific information on records. Coperniq supports custom properties for:

• Clients

• Requests

• Projects

Each record type has its own property configuration.

Access Custom Properties

1. Go to Company settings

2. Under Properties, select:

   • Client properties

   • Request properties

   • Project properties

Each section manages properties only for that record type.

Create a Custom Property

1. Open the relevant properties section.

2. Click + Property.

3. Choose:

   • Create Property

   • Create Group

     

Create Property

When creating a property, you can configure:

• Property name – Displayed on the record

• Property type – Text, Number, Date, Dropdown, etc.

• Default value (optional)

• Access – Who can view or edit the property

  1. Optional

  2. Hidden (not shown on forms, but still usable in automation and reporting)

  3. Group (optional) – Used to organize properties visually

• Required for new records (optional)

• Icon URL (optional)

Default Group Behavior

• If no group is selected, the property is automatically placed in the Other group.

• Properties can be reorganized later at any time.

Create Group

Groups help organize properties into sections on records.

Use groups to:

• Improve readability

• Keep related fields together

• Reduce clutter on forms

Examples include Design Details, Permitting, or Utility Information.

Property Sharing Between Records

Sharing behavior depends on the record type.

Client Properties

• No sharing option

• Values remain only on the Client record

Request Properties — Share with Project

Request properties include a Share with Project option.

How it works:

• When a Project is created from a Request, the property value is copied once to the Project.

• This is a one-time snapshot, not a live sync.

Important:

• Changes made later on the Request do not update the Project automatically.

• Any updates must be made manually if values need to match.

  

Project Properties

• Include a Share with Request option

Search Properties

Use the Search property by name field at the top of the page to quickly locate a property, especially when managing a large list.

Preview Forms

In Project/Request and client properties, you’ll see a Preview Forms option.

This allows you to:

• Preview how properties appear on project forms

• Validate grouping, required fields, and layout

• Test changes before rolling them out to users

  

Managing Existing Properties

From the properties list, use the three-dot menu to:

• Reorder properties

• Edit property settings

• Delete properties (removes stored values from all records)

Tags (Labels)

Tags—also called Labels—are lightweight markers used for categorization and filtering. Unlike properties, labels do not store values.

Labels can be applied to:

• Work Orders

  

• Assets

  

Access Labels

1. Go to Company settings

2. Under Configure, select Labels

Create and Manage Labels

1. Click + Label

2. Enter a label name

3. Choose a color

4. Save

Labels can be edited or deleted at any time.

How Labels Appear Across the App

• On Work Orders, labels appear on the record and in Work Order lists.

  1. Without background color, labels appear more subtle in Schedule and Dispatch view.

  2. With Add background color enabled, labels display as colored pills in Schedule and Dispatch view.

     

• On Assets, labels appear on the asset record and in the Assets list.

Filtering with Labels

Labels can be used for filtering across the platform.

To filter by label:

1. Click the filter (funnel) icon

2. Select Labels

3. Choose one or more labels

This applies to Work Orders, Assets, and views like Schedule and Dispatch.

Properties vs Tags

Use the right tool for the right purpose.

Use Custom Properties when you need:

• Structured, reportable data

• Consistent data entry

• Filtering by specific values

Use Tags when you need:

• Fast categorization

• Visual indicators

• Flexible filtering without fixed values