How To Use Tags

Quickly organize groups of people and easily communicate with those groups by setting up Tags. Organize your Tags even more by putting similar Tags into folders or sub-folders. Click Here to learn more about Tag Folders.

 

 


Adding a Tag

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  1. Select the "Tags" tab from the top right.
  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."

 


 Editing a Tag

  1. Select the "Tags" tab from the top right.
  2. Navigate to the folder containing the tag you wish to edit.
  3. Hover over the tag you wish to edit. On the right, an edit icon will appear. Click on that icon.
  4. Make the desired changes and click "Save."

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 Assign /Unassign 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."

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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.

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 Alternatively, you can Assign/Unassign multiple tags from a single person. To do this:

  1. Navigate to a person's profile page.
  2. Click "Tags" from the left menu.
  3. On the right, click "Assign/Unassign Tags."
  4. Deselect the tags you'd like unassigned to that person.
  5. Click to save your changes.

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Bulk Assign /Unassign People to Tags

  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. 

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Deleting a Tag

Overview: You can delete existing tags that you no longer need. To delete, simply follow these steps: 

  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.

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If you unintentionally delete a tag, restores can be done for up to 30 days.  See our section on recovering deleted data for more information.
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