Hashtags are words preceded by the “pound” mark like so: #example. Hashtags are used as an additional way to categorize items throughout Filevine. They are searchable and reportable. For example, if a project is tagged as “#urgent,” you can use the hashtag filter in Project Hub to filter for projects tagged #urgent.
The benefit of hashtags is that an item can have as many tags are you like, and it can then be searched by all of those tags, whereas a document can only be placed in a single place in the folder structure.
Filevine has three types of hashtags: projects, documents, and notes. Each type of hashtag is searchable and reportable across the Org, but not across different types of hashtags. For example, if a document and a note are both tagged “#important,” you will not be able to report or search the important tag across both docs and notes.
Project hashtags can be viewed and added in the hashtag box along the top of the project, in between vitals and phases.
In this example, the user tags the project as “urgent.” Some Orgs also use hashtags to indicate when a project is a “lead” or in some other status for which phases are not appropriate, or to designate “parent” cases or “main” projects versus “subordinate” ones.
Click on a hashtag to automatically open a search of all projects with that hashtag. You can also use hashtags to search projects in the Project Hub.
To report on project hashtags, run a List of Projects report with a hashtag as the limiting criteria.
Document hashtags can be viewed and added by choosing “Hashtags” from a doc’s dropdown menu anywhere in Filevine, or by looking at the Hashtags section in the information tab of a doc’s properties menu in the Docs Section.
Users use document hashtags like “invoice” or “motion” so they can search for those files across different file types. You could also treat hashtags like a folder structure, tagging all medical documents with “meds” and all insurance documents with “insurance.”
Search for document hashtags by clicking on a hashtag, which will automatically filter the Docs Section for all document with that hashtag.
To report on document hashtags, run a List of Docs report with a hashtag as the limiting criteria. Tagging your documents allow you to create more powerful reports and searches. For example, you might search for all medical documents, then narrow it down to just invoices, then just invoices from a single provider.
Activity Item Hashtags
Hashtags can be added to notes or tasks in the activity feed by including any words preceded by the # symbol in a note, task, or comment.
Hashtags in activity items can help you categorize and analyze your communications. For example, you may want to prioritize a task with an #important hashtag, or track excellent work done by your team with a #wow hashtag.
Search activity item hashtags by selecting “Hashtags” from the filter dropdown in the activity feed and entering the hashtag or hashtags you’d like to filter by. If an item has a comment with that hashtag, then that item will also be included in the filter.
Activity item hashtags can be reported using a List of Notes report with “Note: Hashtags” as the limiting criteria.