Overview
Tagging allows you to group your organization's people in a flexible way to create custom views on the dashboard or in reports. Tags are only editable by your organization's admins and only visible by your organization's admins- not to other roles or across organizations.
Examples of Tags
You can use tags to add any information or field to a person you would like. Examples include:
- Cohort Year
- Job Site
- Location
- Course
Create and Add a Tag to People
Step 1: Log into Craft's OJL Tracker as an Employer Admin
Step 2: Click People on the left hand sidebar.
Step 3: Click the user you wish to apply a tag to to open their profile page.
Step 4: Click Tags on the left hand side.
Step 5: Select the Tag button on the top right hand side.
Step 6: Type in the name of the new tag you wish to apply and click + Add, or check the box of an existing tag.
Step 7: Your applied tag will show below.
Manage Tags
Select the cog icon next to the Tag button to view, edit, or delete any of your organization's tags.
You will be presented with a full list of your organization's tags.
You can edit the tag's name by clicking on the tag directly.
Or, you can delete a tag by selecting the three dots to the right of the tag.
Tagging Multiple Users
Tag multiple people with one or many tags at once using the option button from the people table.
Step 1: Navgate to the People page.
Step 2: Select individuals to tag.
Step 3: Select Options, then Apply Tag. Select one or multiple tags to apply to those people.
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