Tag Teams

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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 exact same members.

Check out this video to see how to use a Tag Team or follow the steps below.

 

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

Team Settings

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

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

Disable Tag Team

If you uncheck the Tag Team box, all members will stay the same, but you'll be able to put additional people into positions without adding a tag to them.

remove tag

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.

Once you enable the tag team, add tags to people and then to the position.

Add Tags to People

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.

1. Tag Page (Admins only)

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

edit people in tag

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 click the trash can icon to remove the tag from the person.

Click on the Pencil Icon next to the tags to assign people from your database to this option
2. 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.

Tags section on Profile Details Tab

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

3. Bulk Edit Tool

From the main People page, select people using the checkmarks to the left then select the pencil to edit all those people at once.

Bulk Edit

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

add or remove tags

Add Tags to the Position

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

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

The button will become a dropdown with all the People tags from your account. Type to search for a tag or scroll through the list to select the correct tag.

search for tag

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

save or cancel number of tags

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

position with tag

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 when you filter teams on the People page, you'll see all the specific people assigned to each position or team.

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 then assign people to positions manually.

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