People Tags

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Administrators can use People Tags to label people with attributes or skills, and the tags can then be used to schedule people and create teams.

How Do Tags and Teams Work Together?

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.

Create People Tags

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

edit people tags_arrow.png

From the People tab, you can create, edit, and organize Tags and Tag Groups.



If a Tag Team exists with the same name as a People Tag Group, then any new Tag added to that Tag Group will be created as a position within the Tag Team.

Assign People Tags

See the sections below for more information on the different ways to assign People Tags.

From the profile

From the Details tab on someone's profile, click Add, and then search for and select a tag from the list.

To remove any of the tags, select the x to the right of the tag.


From the Tags page

To edit the people assigned to each tag, hover over any people Tag, and click the person icon.

tag group_edit people.png

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.

modal_add people to tag.png

Click Save when you are finished making changes.

Using bulk editing

From the People page, select the people that you want to edit, and then click the pencil button.

bulk edit_arrow.png

Add or remove tags from everyone in your selection by typing the names of the tags in either the Add Tags or Remove Tags box.

modal_bulk edit.png

Click Update people when you are finished making your changes.

If you try to remove a Required Tag using Bulk Edit, it will not be removed if that is the only tag in that group.

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