Using Tags
Tags is a feature that allows you to create custom labels that can be attached to events or accounts. These can help you quickly find anything that has a specific tag attached to it. Tags can be attached to Accounts or Events.
When completing the template for adding or editing an Account or an Event you will see a Tag field. When you select this field a dropdown will appear which will be populated with all tags that you have created. You can start typing and then select the relevant tag.
Alternatively, if you'd like to add a new tag, you can select Add .... which will create the new tag you have typed in. This automatically adds the new tag to the list of tags within your organisation. See below for where to find the tags and how to edit or delete these tags.
Select the settings cog at the top right of the page.
Select General settings from the dropdown list.
Click on the Other tab along the top row. It should default to the Tags sub-heading.
Here you can see the list of existing tags on your EventWorks. To remove any existing tags click on the red Delete button at the end of each tag's row.
Select Edit Tags at the top right of the panel to allow you to freely edit any of the tags displayed. Once finished select Save at the bottom of the page.
To search for events or accounts that have the tags attached to them use the More button within each of the respective search pages. Once expanded, you can see the Tags field where you can select any of the filters you have created.
Was this article helpful? Let us know by rating the article below!
How to add a new Tag
When completing the template for adding or editing an Account or an Event you will see a Tag field. When you select this field a dropdown will appear which will be populated with all tags that you have created. You can start typing and then select the relevant tag.
Alternatively, if you'd like to add a new tag, you can select Add .... which will create the new tag you have typed in. This automatically adds the new tag to the list of tags within your organisation. See below for where to find the tags and how to edit or delete these tags.
How to edit or delete a Tag
Select the settings cog at the top right of the page.
Select General settings from the dropdown list.
Click on the Other tab along the top row. It should default to the Tags sub-heading.
Here you can see the list of existing tags on your EventWorks. To remove any existing tags click on the red Delete button at the end of each tag's row.
Select Edit Tags at the top right of the panel to allow you to freely edit any of the tags displayed. Once finished select Save at the bottom of the page.
To search for events or accounts that have the tags attached to them use the More button within each of the respective search pages. Once expanded, you can see the Tags field where you can select any of the filters you have created.
Was this article helpful? Let us know by rating the article below!
Updated on: 07/09/2020
Thank you!