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Tags

Learn how to use tags in Propra to organize properties, units, tenants, owners, operators, suppliers, and maintenance requests. Use tags to improve searching, filtering, reporting, and day-to-day property management workflows.

Written by Karyn Millar

Tags

Tags help property managers organize information, identify important details, and quickly find records throughout Propra.

You can add custom tags to properties, units, tenants, owners, operators, suppliers, and maintenance requests. Tags are flexible and can be customized to fit your business needs.

Why Use Tags?

Tags allow you to:

  • Organize your portfolio

  • Identify special property features

  • Track tenant requirements

  • Highlight important owner information

  • Organize suppliers and contractors

  • Quickly search for records with similar characteristics

For example, if you need to find all properties with a pool, all units with balconies, or all suppliers that perform plumbing work, tags make this easy.


Viewing Available Tags

At any time, you can view your tag list by pressing:

Command + K (Mac)

or

Ctrl + K (Windows)

This will open the search window where you can view and search available tags.

Once your tag show you can select to view the list of items with that tag

Adding Tags

Tags can be added to:

  • Properties

  • Units

  • Tenants

  • Owners

  • Operators

  • Suppliers

  • Maintenance Requests

You can add multiple tags to a record to make searching and reporting easier.


View, edit, create, and filter tags

You can view all of your current tags by going to Account Settings and selecting the Tags tab. From here, you can manage existing tags and create new ones.

Edit existing tags

From the Tags tab, you can update your tags by:

  • Double-clicking the tag name to edit the name

  • Clicking the icon to change the icon, colour, and symbol

  • Selecting the folder icon to archive the tag

  • Deleting tags that have not been used yet

Note: You cannot create a new tag with a name that already exists.

Create a new tag

There are two ways to create a tag:

  • Select the + Tag button on the page you are currently working on

  • Go to Account Settings > Tags to create a new tag from the main Tags tab

Filter by tag

On pages that support filtering, you can filter by tags by:

  1. Selecting the Filter icon

  2. Choosing Tags

  3. Searching for and selecting the tag you want to filter by


Property Tags

Property tags are commonly used to identify amenities, building features, or management requirements.

Examples

  • Agents

  • Sprinkler

  • Pool

  • Garden

  • Gym

  • Elevator

  • Underground Parking

  • Visitor Parking

  • Security System

  • Pet Friendly

  • Age Restricted

  • Waterfront

Why Use Property Tags?

Property managers may use these tags to:

  • Find buildings with specific amenities

  • Schedule inspections for special equipment

  • Identify properties with additional maintenance requirements

  • Group similar properties together


Unit Tags

Unit tags help identify specific features within individual units.

Examples

  • Fireplace

  • Balcony

  • Corner Unit

  • Renovated

  • Furnished

  • Wheelchair Accessible

  • Top Floor

Why Use Unit Tags?

Property managers may use these tags to:

  • Find available units with specific features

  • Match applicants to suitable units

  • Quickly answer resident questions

  • Market units more effectively


Tenant Tags

Tenant tags help identify special circumstances or important information about residents.

Examples

  • Deaf

  • Blind

  • Visa

  • Student

  • Senior

  • Military

  • Pet Owner

Why Use Tenant Tags?

Property managers may use these tags to:

  • Improve communication with residents

  • Track accommodation requirements

  • Identify special leasing situations

  • Ensure staff are aware of important tenant information


Owner Tags

Owner tags help identify ownership structures and reporting requirements.

Examples

  • Non-Resident

  • Corporation

  • Joint Ownership

  • Trust Account Required

  • Monthly Reporting

  • Condo Investor

  • VIP Client

  • Tax Reporting Required

Why Use Owner Tags?

Property managers may use these tags to:

  • Identify owners with special accounting requirements

  • Track reporting preferences

  • Organize portfolios by ownership type

  • Simplify owner communications


Operator & Supplier Tags

Tags can also be used to organize staff operators, contractors, and suppliers.

This makes it easier to find the right vendor or team member when assigning maintenance requests or managing properties.

Operator Tag Examples

  • Inspector

  • Leasing Agent

  • Property Manager

  • On-Call Staff

  • Regional Manager

  • Emergency Response

Supplier Tag Examples

  • Utilities

  • Communications Providers

  • Municipal & Building Services

  • Property Services

Why Use Operator & Supplier Tags?

Property managers may use these tags to:

  • Quickly find the right contractor for a job

  • Filter vendors by trade or specialty

  • Identify approved suppliers

  • Locate on-call staff

  • Organize service providers by region

  • Improve maintenance request assignment workflows


Maintenance Request Tags

Maintenance tags help categorize and organize work orders.

Examples

  • Plumbing

  • Electrical

  • HVAC

  • Emergency

  • Warranty Claim

  • Insurance Claim

Why Use Maintenance Tags?

Property managers may use these tags to:

  • Filter maintenance requests by type

  • Track recurring issues

  • Assign work more efficiently

  • Monitor emergency requests

  • Review maintenance trends over time


Export tags and tagged records

You can export records using a specific tag from the page where those records live. For example, if you want to export properties with a certain tag, go to Properties, filter the list by the tag, and then select Export in the top right corner.

You can also use tags when pulling the Management Fee Report. If you filter the report by a specific tag—such as a leasing agent tag assigned to a property—the report will show the management fees charged for that property, along with the total fee amount for the selected date range. This can be helpful for tracking fees associated with a specific leasing agent or tagged group of properties.

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