Manage Tags

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::Adult ADD/ADHD
• Diagnosis::Anxiety Disorder
• Diagnosis::Depression
• Grant::Habitat for Humanity
• Grant::NIH
• Language::German
• Language::Portuguese
• Service Scholarship

To create a tag:

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

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.

If you need to delete a tag:

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

Activity tags are only associated with the activity they are added to.

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.