How To Create Tags

Georgia Pascoe
Georgia Pascoe
  • Updated

What are tags used for?

Tags have been designed to help PCs to easily manage multiple groups of people within a program. Tags let you group participants together, which is a great way to highlight specific groups of people within the program or even flag specific participants! 

Once you have applied tags to a group of people, these tags can be used as filters as well!

How to create and tag multiple participants

1. Navigate to the Manage program > Participants tab

2. Apply a filter to select the people you want to tag. To see how you can filter your participants, click here

3. Click on the tag icon to create a new tag or select any tag previously created.

4. To create a new tag just type the name of the new tag in the top bar. Click ‘Create Tag’ and finally click on ‘Tag # Participants’:

 

 

 

5. You’ll see a message confirming those participants have been tagged:

 

How to create and tag individuals

1. Navigate to the Manage program > Participants tab  

2. Click on the participant you want to tag. Then click ‘Add tag’

 

3. Alternatively, you can search for the participant by typing their name in the search bar. Then click the tag icon.

4. You can create a new tag or select any tag already made. To do this, just select the tag and then click ‘tag participant’:

 

5. The new tag will look like:

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