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.
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.
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.
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.
