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 Help Topics / Tags / Assigning Tags to People

Assigning Tags to People

After creating your tags, you will want to make sure that each person is tagged with any tags that apply. Here are two ways to tag your people:

  • Add Tag(s) to one person
  • Add a Tag to multiple people (fastest)

Add Tags to one person


Select the person's name on the People Screen and select that person's Tags tab. This will list every tag to which the person is currently assigned. Click the Add Tags button and begin selecting the tag(s) that apply to this individual.

Adding Tags
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.

Adding Tags

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.

Adding Tag Notes

Add a Tag to multiple people


This 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.

Bulk Edit Bulk Edit Tags
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.
Bulk Edit Tags

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.

Track Attendance in the App

Let your leaders report attendance for their groups or classes in the Church Connect App. Click the link below to watch a quick video showing you how this works.

Watch the 2 min video ›
 
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