---
title: "🎯 Quick Reference Guide"
url: "https://help.scaut.com/en/article/-quick-reference-guide"
language: "en"
last_updated: "2025-08-22T19:06:32.162Z"
---

# 🎯 Quick Reference Guide

Essential information and key points for efficient platform use.

## Key Capabilities

### What You Can Do

**Tags & Organization**

-   ✅ Tag any order or subject anytime
-   ✅ All users can create tags
-   ✅ Tag bulk orders as a group
-   ✅ Share specific tags externally
-   ✅ 30-character tag names with spaces

**Search & Filtering**

-   ✅ Search within each section
-   ✅ Use quick filter presets
-   ✅ Combine multiple filters
-   ✅ Filter by status and outcome
-   ✅ Time-based filtering

**Subject Portal**

-   ✅ Real-time progress tracking
-   ✅ Interactive checklist view
-   ✅ Document upload capability
-   ✅ Save and return functionality
-   ✅ White-labeling (Premium/Enterprise)

## Key Limitations

### What You Cannot Do (yet)

**Tags & Organization**

-   ❌ No bulk tagging for subjects
-   ❌ No central tag management
-   ❌ Cannot add multiple tags at once
-   ❌ No tag directory or list
-   ❌ No tag permissions/restrictions

**Search & Filtering**

-   ❌ No global search across sections
-   ❌ No saved custom filters 
-   ❌ No advanced search operators
-   ❌ No search history
-   ❌ No wildcard searching

## Best Practices Summary

### Daily Operations

1.  **Start each day** with My Orders + Waiting on Organization
2.  **Tag immediately** after creating orders
3.  **Use consistent** tag naming conventions
4.  **Check correct section** before searching
5.  **Monitor subject progress** regularly

### Weekly Tasks

-   Review and clean up unused tags
-   Check pending orders with filters
-   Follow up on incomplete subjects
-   Update team on tag conventions
-   Review search patterns for efficiency

### Common Workflows

**New Order Process**

1.  Create order
2.  Apply relevant tags
3.  Add to bulk group if applicable
4.  Set priority with tags
5.  Monitor through filters

**Finding Information**

1.  Navigate to correct section
2.  Try quick filters first
3.  Add search terms if needed
4.  Check multiple sections if unsure
5.  Use tags for categorization

**Subject Support**

1.  Send clear initial instructions
2.  Monitor progress indicators
3.  Respond to contact quickly
4.  Check for action items
5.  Follow up on delays

## Subscription Feature Matrix

| Feature | Standard | Premium | Enterprise |
| --- | --- | --- | --- |
| Basic Tags | ✅ | ✅ | ✅ |
| Search & Filter | ✅ | ✅ | ✅ |
| Subject Portal | ✅ | ✅ | ✅ |
| Progress Tracking | ✅ | ✅ | ✅ |
| White-labeling | ❌ | ✅ | ✅ |
| Custom Messages | ❌ | ✅ | ✅ |
| Custom Packages | ❌ | ❌ | ✅ |
| Bundles | ❌ | ❌ | ✅ |

## Coming Soon Features

-   🔜 Custom saved filters
-   🔜 Enhanced tag management
-   🔜 Advanced search operators
-   🔜 Bulk subject operations
-   🔜 Additional portal customization

## Top Tips for Success

### For New Users

1.  **Master quick filters** before complex searches
2.  **Create simple tags** and expand gradually
3.  **Document your tag system** for team consistency
4.  **Check subject progress** daily
5.  **Provide clear information** to subjects

### For Power Users

1.  **Combine filters** for precise results
2.  **Use tag prefixes** for organization
3.  **Create workflow tags** for process tracking
4.  **Monitor completion times** for optimization
5.  **Leverage bulk orders** for efficiency

### For Administrators

1.  **Establish tag conventions** organization-wide
2.  **Train team on search** best practices
3.  **Set up standard workflows** with tags
4.  **Monitor feature usage** for upgrades
5.  **Plan for upcoming features** in workflows

💡 **Final Pro Tip:** The platform is designed for flexibility - don't over-engineer your processes initially. Start simple, measure what works, and incrementally improve your workflows based on actual usage patterns.