Tags are a smart and useful way to identify your workforce. They are very easy to create and they will help you create a group within another group.

For example, if you have a custom field - which applies to all employees - called "seniority" that you have completed accordingly with supervisors, team leaders, managers, employees, etc and you would like to send an Update to all supervisors from the New York branch, you can create a tag called "New York".

After creating the content, you can choose the select employees assignment and filter your employees using tags -

At any given time, you can add or delete tags attached to an employee.

There are 2 ways to create a new tag. Check them below:

  1. Click on your Users tab from your sidebar.

  2. Select any user you wish and enter their personal profile.

  3. Click Add tags.

  4. A new window will open on the right side of the screen. Click Create new tag and type your tag -

Another way to create a new tag is using the search option:

  1. Click your Users tab from your sidebar.

  2. Select any user you wish.

  3. Click Add tags.

  4. A new window will open on the right side of the screen. Start typing on the search tags field.

  5. Type the desired tag and click + create new tag -

You can also attach an existent tag to a user:

  1. Click your Users tab from your sidebar.

  2. Select any user you wish.

  3. Click Add tags.

  4. Use the search option.

  5. Select the tag.

  6. Click Save Changes.

You can use a bulk action to tag more than one user:

  1. Head to your Users tab from your sidebar.

  2. Select the relevant users.

  3. Click on the Actions button.

  4. Choose Tag users.

  5. Pick the desired tags -

Bulk actions are available from the Advanced plan.

Note that all content previously assigned to a smart group that contains the tags that you selected, will now be visible to the employee.

If you want to check which tags have been assigned to any given user, click the Users tab and select any user -

You can also view which users are tagged in a specific tag from the Manage Tags window:

  1. Head to the Users tab from the left sidebar.

  2. Select a random user.

  3. Click + Add tags.

  4. Click on the Manage tags and you’ll be able to see how many users are tagged in each tag.

  5. Clicking on the number of users will specify which users are tagged in this tag.

Still have questions?

Don’t hesitate to contact us, our customer support team will be happy to answer your questions and help set your app to fit your team’s needs like a glove!

Did this answer your question?