Tags

Tags allow you to do several things: differentiate your employees (by division, teams, countries, programs, profiles, etc.), differentiate your classes to obtain segmented reports, or improve search filters in your Admin.

Adding tags in a class

Use tags within your class to add relevant information to them or in order to filter them more quickly.

Steps

To do so, follow these steps: 

1. Go to the “Classes” tab in the left-hand side menu in Admin. 
2. Go into a class, or create a new one.
3. Go to the “Information” tab.
4. Expand the “Advanced Settings” section.
5. Find the “Tag” section.
6. Add your tags here. 

Important! When adding tags, hit enter after each one to save properly.

7. Save the changes by clicking on “Create class” or “Save changes”.

Additional information

You can add as many tags as you wish, and you can delete them from the same section in the class.

Delete tags from a class

We can always rectify the tags in a class by deleting the ones that are no longer useful.

Steps

To do so, follow these steps: 

1. Go to the “Classes” tab in the left-hand side menu in Admin. 
2. Go into a class, or create a new one.
3. Go to the “Information” tab.
4. Expand the “Advanced Settings” section.
5. Find the “Tag” section.
6. Delete your tags here. 
7. Save the changes by clicking on “Create class” or “Save changes”.

ℹ️ Only the tag from the selected class will be deleted. If the tag exists in other classes, it will still be assigned there.

Adding tags in “Students”

Use tags for different actions according to your needs, for example, differentiate your employees (by division, teams, countries, programs, profiles, etc.) and get segmented reports.

Prerequisites

Have students either enrolled or ready to enroll. 

Steps

You can add tags in five ways: 

1. At the time of registration through the list of students: 

1. Click on the “Students” section in the left-hand side menu of Admin. 
2. Click on “Add students”.
3. Choose the “Add student list” option to enroll your students. 
4. Add the tag column. 
5. Add your tags here. 

Important! When adding tags, hit enter after each one to save properly.

2.  At the time of enrollment in an existing class: 

1. Click on the “Students” section in the left-hand side menu of Admin. 
2. Select the corresponding class. 
3. Click on the “Add student” button. 
4. Choose the “Select existing students” option.
5. Select the corresponding student. 
6. Click on “Register”.
7. Fill in the “tag” field (if necessary) in the tab that will pop up on the screen. 
8. Click on “Save”. 

Important! When adding tags, hit enter after each one to save properly.

3. In the profile of each student: 

1. Click on the “Students” section in the left-hand side menu of Admin. 
2. Find the student. 
3. Go to the “Information” tab in their profile. 
4. Scroll down to the “Tags” section. 

Important! When adding tags, hit enter after each one to save properly.

4. Loading students via CSV 

1. Click on the “Students” section in the left-hand side menu of Admin. 
2. Select the “Add student” option. 
3. Choose the “upload CSV” option to enroll your students. 
4. Add a tag in each of the 5 available columns.

Important! You can add as many tags as you wish several times using this option (remember not to modify the columns of the original CSV). 

Tags are always added (never overwritten). 

5.  Through the “Edit tags” section: 

1. Go to the “Students” tab. 
2. Select the students to whom you wish to add tags. 
3. Click on the button with the three dots at the top. 
4. Select the “Edit tags” option. 
5. Select the “Add tags” option in the “Action” field. 
6. Type the tag you want to add. 
7. Save changes

Additional information

An infinite number of tags can be added, as they’re always being added to existing ones. 

ℹ️ Only the tag of the particular student or list of students you’re managing will be deleted. So, if the tag is associated with other students, it will still be assigned to them.

Delete tags in “Students”

Use tags for different actions according to your needs, for example, differentiate your employees (by division, teams, countries, programs, profiles, etc.) and get segmented reports.

Prerequisites

Have students enrolled with associated tags. 

Steps

You can remove tags in two ways: 

1. From the “Students” tab of the Admin:
   1. Go to the “Students” tab in the left-hand side menu in Admin. 
   2. Select the students whose tags you want to remove. 
   3. Click on the button with the three dots at the top. 
   4. Select the “Edit tags” option. 
   5. Select the “Delete tags” option in the “Action” field. 
   6. Type the tag you want to delete. 
   7. Save changes

2. In the profile of each student:
   1. Click on the “Students” tab on the left-hand menu. 
   2. Find the student. 
   3. Go to the “Information” tab in their profile. 
   4. Scroll down to the “Tags” section. 
   5. Use the “X” on each tag to remove it. 
   6. Save changes 

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