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Creating and managing teams
Tagging users
Moving users to a different team
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TEAMS AND TAGS

Tagging users

Add tags to users to enable them to exist in multiple teams or be part of wider departments /groups. 
You can create multiple tags and apply to multiple users

Why adding tags is useful

You can add tags to users within settings (management), tag manager. This enables users to exist in multiple teams or be part of wider departments.  For example, you could create a multi-disciplinary team (2 x designers, 2 x developers, 1 x product manager).  

By adding tags to the individuals you could then create design, development and product departments. You can filter these groups in the company view.

You could tag all the first aiders in a company or all leadership or tag different departments. Then in Company view you can filter these on the right hand side and view them all together.

How to add a tag from settings

  1. Go to settings > Manage Users
  2. At the top select the button that says "Tag manager"
  3. Tap "Add Tag"
  4. Enter a name for a tag such as "Firewardens" or "Leadership Team"
  5. Tap the add button and the tag will display below, you can create multiple tags at this point
  6. Tap "Save changes"
  7. A new column will now appear in the user list, simply hover in the column next to a users name then click the plus to add that user to the tag. Keep doing this for all the users you want associated to that tag

Filtering by tag

  1. Go to company view
  2. On the right hand side you can filter by tag
  3. Select this then choose the tag you want to see
  4. They should then display on the left hand side

Editing a tag

  1. Go to settings > Manage Users
  2. At the top select the button that says "Tag manager"
  3. Tap "Edit Tag"
  4. Make your changes then tap "Save"
Robin Gibson
Co Founder