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Managing Tags

Organize your community and content.

Tags categorize members so they can be filtered and found. Creating tags and applying tags happen in two different places.

Creating and managing tags

  1. Open Home and select the Tags tab.
  2. Select Create New Tag.
  3. Give the tag a name and choose its color.
  4. Save.

The Tags tab lists each tag with its name, color, appearance, and the number of tagged users, plus a row actions menu.

Applying a tag to a member

On the Members tab, select + Add Tag in a member's Tags column to apply an existing tag. Manage Tags in the Members toolbar opens tag management from there.

Please note: Tags can also be used to add recipients in bulk when creating activities.