Use Tags

Use Tags

Tags are flexible labels that help you organize and filter people and activities. Unlike groups, tags do not control access — they are used for categorization and quick filtering.

What Tags Are Used For

Tags help you:

• Organize people or activities into categories
• Filter and search quickly
• Highlight important attributes

For example, you might use tags such as:

• VIP
• Speaker
• High Priority
• Workshop

Tags vs Groups

Tags and groups serve different purposes:

• Groups control who is included and what they can access
• Tags help organize and filter data

Use groups when you need to control participation. Use tags when you want to label or categorize.

Where Tags Can Be Used

Tags can be applied to:

• People – to categorize participants
• Activities – to organize sessions or tasks

Tags are managed separately for people and activities.

Add Tags

To add a tag:

1. Open a person or activity
2. Locate the Tags field
3. Select an existing tag or create a new one

You can assign multiple tags to the same item.

Filter Using Tags

Tags can be used to filter lists and focus on specific items.

• Filter participants by tag
• Filter activities by tag
• Combine tags with other filters for more precise results

This makes it easier to manage large programs.

Tips for Using Tags

• Keep tag names short and consistent
• Avoid creating too many similar tags
• Use tags for flexible categorization, not structure

What to Do Next

• Create a Group
• Create Activities
• Track Responses