Getting Started with Tags

Embark on your journey to mastering tags in Breeze ChMS with this beginner-friendly guide. This article provides a comprehensive overview to help you get started with tags efficiently. From understanding their importance to practical tips on implementation, discover everything you need to know to effectively organize and manage your church data. Whether you're a novice or seasoned user, dive into this resource to unlock the full potential of tags in Breeze ChMS. Explore now for a smooth start to your tagging journey.

For more information on the Best Practice for Tags review view this article. 

Adding a New Tag

1. To add a new Tag Select the Tags tab from the top.
2. Navigate to the folder in which you desire to place the tag.
3. Click the Add New Tag button.
4. Give the Tag a name and click Create.

Moving Tags into Different Folders

To move tags into folders or move tag folders into different folders (creating subfolders):

1. Select the Tags tab from the top right.
2. Navigate to the folder containing the tag or folder you wish to move.
3. Click and drag the tag or folder name to the folder where you'd like to move it and release the mouse to drop it in.

Deleting Tags

1. Select the Tags tab from the top right.
2. Navigate to the folder containing the tag you wish to delete.
3. Hover over the tag you wish to delete. On the right, an (x) icon will appear. Click on that icon and then select the delete button.
4. Alternatively, you can click the tag name to open it.  Then click Delete Tag on the left.

Adding People to Tags

To assign an individual person or multiple people to a tag:

1. Select the Tags tab from the top right.
2. Navigate to the folder containing the tag and click the tag.
3. On the right, click Add People to Tag.
4. Begin typing the person's name. The name will appear in a dropdown list.
5. Select the person's name.
6. Repeat steps 4 and 5 until everyone you'd like to add has been selected, then click Add.

Remove People from Tags (Unassign)

 To unassign a tag or tags from a specific person:

1. Select the Tags tab from the top right.
2. Navigate to the folder containing the tag and click the tag.
3. You will see a list of people within that tag. Click the remove icon to the right of the person you wish to remove.

Bulk Assign or Unassign People to Tags using the Action Panel

1. Search People for those who you would like to tag, using a specific profile field by Selecting the People tab from the top left. 
2. On the left, click Show More Filter Options.
3. Select all of the criteria you would like to filter by. The results will show up on the right.
4. Using the Action Panel select either Assign to Tags or Remove From Tags to bulk tag or untag the people who match your search parameters.