Tags

Tags allow you to label your people, songs, arrangements, and media. You can then filter by tags to find everything with that tag applied.

Tags or Teams?
When it comes to People tags, it is helpful to understand the difference between Tags and Teams.

Tags are a universal attribute or skill that can be applied to the person in general. For example, Jenn plays the piano. When you filter by the Piano tag, you'll see everyone in your entire account that plays piano.

Teams are more specific and allow you to specify where she plays the piano. Jenn plays piano in the High School band so she is assigned to that team.

Tag Teams are a special type of Team whose members cannot be assigned, but instead consist of people with specific Tags. Tag Teams are mostly used when you have multiple Teams or Positions with the exact same members. Instead of assigning an Usher to all 3 door positions, assign him to one 'Usher' tag, and link each door position to that Tag. Then giving him 1 Tag assigns him to 3 positions.

Accessing the Tags Page

Administrators can access Tags from the People page, the Song page, or the Media page.

People
Edit Tags from the People page

At the top right of the main People tab, click the gear and choose, Edit Tags.

Songs & Media
edit tags from the song page

From the Songs or Media pages, you can click 'edit tags' in the left sidebar. The Songs page has separate buttons for Song Tags and Arrangement Tags, but you can switch between the different Tag types easily once you are on the Tag page.

The Tags Page

Name your Tag Group
  1. If you use organize multiple Service Types in folders, you can assign Tag Groups to those folders. This allows different ministries to create their own Tag Groups that don't have to clutter up tags for everyone.
  2. Each white box is a Tag Group that contains individual Tags.
  3. Add Tags to a group by typing and hitting enter.
  4. Create a new Tag Group by clicking Add Tag Group.

Add, Edit, or Delete a Tag Group

Add or Edit Tag Group

Hover over a Tag Group and click the pencil, or click Add Tag Group and then enter its details.

Tag Group options
  1. Name your Tag Group.
  2. If you have organized your account into folders for different departments and this Tag Group only pertains to one of them, you can put this group into that folder.
  3. If multiple options within this Tag Group can be selected (like if someone can plan piano AND guitar) then check this box.
  4. To ensure 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.
  5. Click Delete to completely Delete the Tag Group and all its Tags. Any Tags that were assigned will be gone forever.

Click Save

Editing Tag Names

Edit Tag Names

To edit a Tag name, click directly on it, and hit Enter to save your changes.

Deleting Tags

To delete, click the red X

To delete a Tag, hover over it and click the trash can.

Assigning Tags

There are many ways to assign Tags. People tags can be assigned directly from the Tag page itself or using Bulk Editing. When you edit a person, song, arrangement, or media, you can assign it Tags from the Tags section on that page.

Assign People Tags from the Tags Page
Edit people button

People Tags allow you to manage the people who are assigned to each Tag. Hover over any people Tag and click the person icon.

Assign People Tags

Assign new people to this tag by typing their name in the search box at the top. Remove people from this tag by hovering over their name and clicking the trash can.

Assign People Tags using Bulk Editing
Bulk Edit Button

From the main People tab, select people by clicking the checkboxes to the left of their names and click the Bulk Edit button.

Bulk Edit Popup

Add or remove tags from everyone in your selection by typing to add a tag to either the Add Tags or Remove Tags box.

Assign Any Tag from an Edit Page
From a Person's Profile Page
  • People. From the People page, click on a person's name, and then click the Details tab.
  • Songs or Arrangements. From the Songs page, click a song name or an arrangement name.
  • Media. From the Media page, click a Media in the list.

Each of these pages has a Tags section that looks and functions the same.

Assign Tags
  • To add a new Tag, click the Add button at the top right and then browse or type to search for your tag in the search box.
  • To remove a Tag, click the X to its right.

Warnings with Required & Single-Select Tags

  • Required. If you try to remove the last required tag, you'll get a warning preventing you from doing so. If you remove tags using Bulk Edit, it will remove that Tag from people who still have another Tag in the same Tag Group, but it will not be removed from people if that is their only Tag in that group, since it is required.
  • Single-Select. If a Tag Group does not have the button checked to allow multiple selections, then it can only have one Tag from each Tag Group applied. If you try to assign a second Tag from that group, you will be asked it you want to replace the original Tag. If you try this from Bulk Editing, it will automatically replace any existing Tag in that group with your new option.
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