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Tagging Crew

How to use Tags with your Workforce.

Creating A Tag

  • Open the WORKFORCE>MY WORKFORCE page
  • Go to TAG>NEW TAG menu option
1.creating-a-tag

Creating a new Tag

  • The New Tag popin will open
  • Enter a name for the Tag and click DONE
2.new-tag-popin

New Tag Popin

Add Crew To A Tag

  • Select the Crew you wish to add to that Tag
  • Open the TAG menu and go to ADD TO TAG option then select the Tag
3.adding-crew-to-a-tag

Adding Crew to a Tag

  • A confirmation dialogue box will appear
  • Click YES to add the selected Crew to that Tag
4.confirmation

Confirmation box

5.success

Success message

View Tag

To view the people in that tag, I go to the Tag column and by clicking on the filter icon, I can search for the tag name.

It will show me everyone who's in that tag. 

7.viewing-a-tag

Viewing a Tag

Create A Chat With Crew In A Tag

  • A chat can be started with all Crew within a Tag
  • To do this go to the TAG menu and select the TAG CHAT option
  • A chat with all Crew in that Tag will now be created
6.tag-chat

Create a Tag Chat

8.chat-window

Chat window with Tagged team

Remove Crew From A Tag

  • To remove Crew from a Tag select the Crew you wish to remove
  • Go to the TAG menu and select the UNTAG option
  • Crew will now be removed from that Tag
9.untagging-crew

Untagging Crew

Change Tag Name

  • To change the name of a Tag go to the TAG menu and then select the EDIT TAG option
  • Update the name in the Edit Tag popin and click DONE
10.changing-name

Changing the Tag name

11.name-changed

Tag name changed

Delete A Tag

  • And if I want to delete this tag. I go to TAG > EDIT TAG. Click on the tag name and I can delete this tag in the popin. 
  • A confirmation box will appear
  • Click YES to confirm the deletion of the Tag
  • This action cannot be undone
12.deleting-tag

Deleting a Tag

12.confirmation-box

Click YES to confirm the deletion of the Tag