Assigning People to Tags

After creating your tags, you will want to make sure that each person is tagged with any tags that apply. We've made it easy by providing three different ways to add tags to your people. You can:

Add multiple tags to an specific individual one tag at a time
Add multiple people to a specific tag one person at a time
Add multiple people to a selected tag all at once.

The first method involves selecting the person's name on the People Screen, then clicking on that person's Tags tab. This will list every tag to which that the person is currently assigned. Click the Add Tags button begin clicking the tags that apply to this individual.

If you have a lot of tags, use the search box to quickly locate the tag(s) you're looking for.

After selecting all the tags that apply to the current individual, click Done at the bottom of your display. The Tags tab will refresh to show all the tags that have been added. You can drag and drop these tags into any order you wish.

From here, you can add a short note to each tag assignment if needed. Click on one of the person's listed tags and type a note. You can also delete a tagged assignment from here if required.

The second and third options for tagging people takes the opposite approach. Instead of adding tags to a person, we'll now be adding people to a tag. The end result is the same, but depending on how you need to enter data, you may find that one option is more efficient.

From the People Screen, click on the Tags page on the toolbar. This opens the Tags page (the same place where you create and edit your tags). After selecting a tag (or subtag) from the list, click the button labeled "Add/Delete Names Assigned to this Tag." From here you can quickly search names and assign them to the selected tag, or remove names from the selected tag as well.

The final (and perhaps fastest) option involves using the bulk edit feature to quickly add multiple names to a tag. To begin, open the People Screen and start checking the box next to the people who need to have a certain tag applied. Once all the names are checked, click the bulk edit button (at the bottom of the main list of names) to open the bulk edit window and apply your tag.

You can make this process even faster by first choosing a Smart List, then clicking the "Select All" button. This automatically checks all the matching names in the list.

Repeat this process as needed until everyone has been assigned to the appropriate tags.

If you use the attendance or check-in features, you can also add people to a tag from those screens as well. Typically, however, you'll want to use the People Screen for assigning and managing tags.