Tags are a tool for categorizing your grantmaking data. While tags share some similarities with codes, tags are typically used for more informal or temporary data tracking. They might be used to track additional characteristics that are not built into a code, or to label records for a specific purpose. It is not possible to create multiple levels of categorization with tags.
Example use cases for tags include:
- Tracking items that are needed for a specific audit.
- Labeling requests to highlight in an upcoming blog post or media release.
- Categorizing records related to a temporary situation or event.
- Labeling interactions related to a specific topic, as codes cannot be assigned on interaction records.
A user must have the Manage Tags permission enabled for a record type in order to add or remove tags for those records.
Apply or Remove Tags on a Record
Tags can be applied on the following record types:
- Organizations
- Requests
- Interactions
- Navigate to the record.
- Click the Tags & Coding tab (for an organization or request record), or the Overview tab (for an interaction record).
- Start typing and select an existing tag, or type and press Enter to apply a new tag.
Foundation staff can choose to enter a new tag, even if a very similar tag already exists. Be mindful of spelling and capitalization when entering a tag, as a duplicate tag can accidentally be created.
Click the X icon next to an applied tag to remove it from the record.
Manage Tags
A new tag can only be created by applying it to a record. Existing tags can be managed from Admin Tools & Settings.
- Click the gear icon in the quick navigation menu.
- Click Tags.
Several options are available to manage existing tags.
- Click the pencil icon to edit the tag name and description.
- Click the trash can icon to delete a tag.
- Deleting a tag removes it from any records on which it was applied.
- Deleting a tag removes it from any records on which it was applied.
- Click the request, organization, or interaction count to access a list view of all records with the tag applied.
Use of Tag Data
The features through which tag data can be used in the site are listed below.
- Super Search - Tags can be used as search criteria for a super search. A Tags column at the organization, request, or interactions level can be added to the search result list view to display any tags applied to records.
- Payments & Approvals Dashboards - Tags can be used as additional filtering criteria on a payments or approvals dashboard.