Have more questions? Submit a request

Tag Teams

Tag teams are a type of team whose members aren't manually assigned. They're useful when you have multiple teams or positions with the same members.

Create a Tag Team

To make your team a tag team, check the Tag Team box in the Team Settings.

tag team_arrow.jpg

Tip

See if a team is a tag team by glancing at the tag icon next to the team name.

When you check or uncheck the Tag Team box, you'll receive a message letting you know what will happen with your current members before that type is changed.

Tag Team Messages

Enable Tag Team

If this is a brand new team, make sure you add tags to the people on the team before changing it to a tag team, or any members you've added will be removed.

clear team members.jpg

If you're editing a team back to a tag team, any team members without the tag you choose will be removed, and those with the tag will be re-added to the team.

change team members.jpg

Disable Tag Team

If you uncheck the Tag Team box, all members will stay the same, but you can add additional people to positions without adding a tag to them.

remove tag requirements.jpg

Tip

If you're converting a large team, use the Bulk Edit tool on the People page to quickly add tags to people in those positions.

Add or Remove Tags from People

People tagged with a position tag will automatically be added to the team when you add the tag to the position. If you remove the tag from the person, they will be removed from the team.

You can add tags to people from the Tag page, a person's profile, or from the People page by using the Bulk Edit tool.

Tag Page (Admins only)

On the People tab of the main Tags page, hover over a tag and select the person icon.

people tags_arrow.png

People assigned to this tag are listed below. Search and select people using the search bar at the top or hover over a person and select the trash can icon to remove the tag from the person.

modal_add people to tag.png

Details Tab on Profile

From the Details tab on a person's profile, select Add in the Tags section to search and assign a new tag to the person.

add tags_arrow.png

Select the X on any already assigned tags to remove them.

Bulk Edit Tool

From the main People page, select people using the checkmarks to the left, and then select the pencil icon to edit all those people simultaneously.

bulk edit.png

Add or remove tags to everyone in your selection at once.

modal_bulk edit.jpg

Add Tags to the Position

Once you enable the tag team, add tags to your positions.

Switch to the Members tab and select the position. Select Add tag.

add_tag_arrow.png

In the search box, type to search for the tag you want to add.

assign_people_from_tags.gif

Once you select the appropriate tag or tags for the position, you can confirm it based on the number of people in that tag.

save tag.png

When you Save, the people with that tag are populated in the position list and are ready to be scheduled to a plan.

Notice

To use multiple tags for a position, they must be in different tag groups. Only one tag per group can be selected. The resulting list of people must be assigned to all tags you add to each position.

Once you've linked all positions in your team with the correct tags, your team is configured and ready for scheduling! When you use needed positions, schedule a team member, or filter teams on the People page, you'll see all the specific people assigned to each position or team.

Tip

Assigning tags to positions might assign people to a bunch of teams all at once. To avoid adding lots of people to a position they shouldn't be in, either add an additional tag to each position or disable Tag Team in the settings, and then manually assign people to positions.

Articles in this section

Was this article helpful?
45 out of 88 found this helpful