Setting Up Tags

Tags can be used to add special abilities or attributes to your people. You can then filter by tags and email a subset of your people.

You can also use tags to assign people to Positions in many Service Types at once. If you have a team that serves in many Service Types and you don't want to have to manage that separately from each Service Type, assign your people to positions using tags.

This lesson shows how to setup tags.

To add tags, click 'edit tags'.

To add tags, click 'edit tags'.

This is at the bottom of the Tags sidebar on the People page (only administrators will see this).

Name your Tag Group

Name your Tag Group
  1. Name your tag group.
  2. If you want to make sure this tag group is assigned to ALL new people in your account, check the Required box. When new people are added to your account, Required tag groups must be set.
  3. If your tags will mostly be used by people who primarily work in one folder (like if you have organized your account into folders for different departments and this property only pertains to a certain department) you can put this property into that folder. This is mostly useful if you are a large account and have many different tags and only want a subset of them to show up by default.
  4. If you would like multiple options within this tag group to be selectable (like if someone can plan piano AND guitar) then leave this box checked. Otherwise, only one option from this tag group will be selectable at a time.

Enter in options

Enter in options

Here is where you begin to enter your tags, which allow you to assign the tags within a tag group.

To edit or add people, you can hover over the position and click the pencil icon

To edit or add people, you can hover over the position and click the pencil icon

Then you will be able to edit the name of the option, or add people to it.

Then you will be able to edit the name of the option, or add people to it.

Assign people to this tag by typing in their name and selecting it from the list. Once you are finished adding who you want, click Accept at the bottom.

To delete, click the red X

To delete, click the red X

Other ways to assign tags

From a Person's Profile Page

From a Person's Profile Page

You can assign tags from the "assignments" tab in any person's profile. From the People page, click on a person's name, and then click the Assignments tab. On the left, you can assign tags by searching.

By dragging and dropping on the main people page

By dragging and dropping on the main people page

To quickly assign tags to people, just click and drag the tag from the left sidebar and drop it on top of the person. After you drop it, the cell will briefly show you which property was just assigned and will change the color of that person until you refresh the page.

A great use of this is to filter to all people that are NOT assigned to a tag, and then drag tags onto them. Hover over a tag, click the "None" button (as detailed in point 3 above), and then drag options from that tag group onto the filtered people list.

Check out our video on Finding Unassigned People & Dragging Properties to Assign

When finished, coordinate with teams on the plans page.

Click here to see the article related to setting up your teams so that you can schedule using tags.

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