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Liaison

Manage Tags

This page applies to Time2Track trainees.

A tag is a keyword or term used to track information about a client or activity. You can use tags when filtering reports. Tags can be created by programs or you. If your program creates tags, they are providing you with common terminology that is shared by all their trainees. Note that tags created by your program are highlighted in orange and tags created by you are highlighted in green.

Create a Tag

If your tags can be categorized in groups, use a standard naming convention, such as Category Name::Option Name, to list your tags together in the Tags drop-down and reports. For example:

  • Age::18-23 (single)
  • Age::24-29 (single)
  • Diagnosis::Anxiety Disorder
  • Diagnosis::Depression
  • Diagnosis::Adult ADD/ADHD
  • Language::German
  • Language::Portuguese

To create a tag:

  1. Under Settings, click Tags.
  2. Click Add a tag.
  3. Enter the name of your tag.
  4. Click Save.

Edit a Tag

If you need to edit a tag name:

  1. Under Settings, click Tags.
  2. Under the Name column, click the tag name.
  3. Update the tag name.
  4. Click Save.

Delete a Tag

If you need to delete a tag:

  1. Under Settings, click Tags.
  2. Click the trash icon.
  3. Click Delete this tag.

Activity Tags

Activity tags are only associated with the activity they are added to. If a client is added to the activity, the client tags are also added to the activity.

To add a tag to an activity:

  1. Click Activities.
  2. Click Add a New Activity or for editing existing activities, click the activity name under the Type column.
  3. Under Tags, type and select a tag or create your own by entering a unique tag name.
  4. Click Save.

Client Tags

While Time2Track already tracks basic demographic information about clients, you can use tags to track additional data points, such as the client's interests or other demographic details. Client tags should always be true for that client. If you add a tag to an existing client, it is automatically added to all activities associated with that client.

To add a tag to a client:

  1. Click Activities.
  2. Click Create a New Client or for editing existing clients, click the client code under the Code column.
  3. Under Tags, type and select a tag or create your own by entering a unique tag name.
  4. Click Save.
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