Latest updates from the Dubsado team
If your template list has turned into a scroll-fest, this one’s for you.
You can now create custom, color-coded tags and apply them to any template in Dubsado: packages, forms, workflows, flows, schedulers, and scheduler groups. Tag them however your brain works. By service type, client tier, season, project phase, whatever makes sense for your business.
A web designer might tag templates "Brand design" and "Website." A coach might use "VIP," "Group program," and "1:1." A photographer might tag "Wedding," "Engagement," and "Portrait." The tags are yours to create and yours to name.
How to add tags:
This is the part you're going to love. When you're inside a project and go to add a template, Dubsado checks your project's tags against your template tags and surfaces the best matches at the top of the list.
So if you're in a project tagged "Wedding" and you click to add a form, your wedding forms appear first. You'll see a colored dot next to matched templates, and hovering over it shows a tooltip like "2 tags match project" so you know exactly why it's there.
A quick note: smart matching only works when you're adding a template from inside a project. Make sure both your project and your templates have tags applied for this to work its magic.
This is an example of filtering by tags in forms.
Tags work as filters too. On any template list, click "Filter," choose one or more tags, and your list narrows down to just what you need. You can stack filters together (filter by tag and archived status at the same time) and clear them with one click when you're done.
Got templates you're not using right now but can't bring yourself to delete? Same. You can finally archive them. They're hidden from your active list but always one click away if you need them again.
To archive a template:
To unarchive:
Nothing is ever truly gone. Your active list stays focused on what you're actually using day-to-day, and your old templates are safe in the background.