Creating and Editing Tags
One of the primary functions of Tags is organizing your people. Since every church/ministry is unique, there is no one-size-fits-all approach when it comes to which tags you'll use or how many tags you'll need. With that said, we've created a few sample tags to help you get started. These sample tags will help you to see how to tag people for ministry roles, and how to use tags for attendance. We also have included some default tags to use for SHAPE ministry profiles. This enables you to track spiritual gifts, heart (or desires) for service, abilities, personality traits, and experiences. You can edit or delete these sample tags, or feel free to use them in your ministry.
Creating New Tags
You can create and manage tags by going to the Tags page on the People screen. Click the "Create a New Tag" button to add a new Tag.
Once a new Tag is created you can edit the tag's details. You can edit the Tag Name, add a description of the Tag, designate a tag as a sub-tag of another tag, or enable attendance tracking capability for a tag. You can also mark a tag as inactive so that it stays hidden in the application.
Using Subtags
Sometimes you'll need to create a collection of related tags. You can do this by assigning a tag as a "subtag" of another tag. For example, let's say your church has several discipleship groups that meet during the week. Your main (or parent) tag would be "Discipleship Groups" and each of these groups would be listed as a subtag under the parent tag, as illustrated in this example:
To assign a tag as a subtag under another tag, simply click on the tag that you want to be a subtag, then find the list labeled "This tag is a subtag of" and select the parent tag from the list.
Attendance Tracking with Tags
Tags can be configured to be used for attendance tracking and check-in. If this is the case, mark Yes for Attendance Tracking and Check-In under the Tag Details.
See the attendance section of this online user guide for detailed assistance with setting up tags for attendance.