Summary: This guide provides simple steps for creating new Tag Folders in the People area, allowing you to organize your existing tags by theme or category for a streamlined and efficient system that makes managing groups, events, and contributions easier.
Before You Begin
- You must have the necessary permissions to access and modify the People database and Tags.
- Decide on the Theme or Category for your new folder (e.g., "Ministries," "Giving Levels").
Step-by-Step Instructions
1. Click the Tags tab from the top right navigation.
2. Select the parent folder you would like to add this new folder into (e.g., Select All Tags to add it to your parent folders).
3. Click the drop-down arrow next to Add Tag.
4. Select Add Folder.
5. Enter your information into the Name field for your new folder.
6. Select Add.
Troubleshooting & FAQs
- How do I ensure the new folder is a main (parent) folder? In Step 2, ensure you Select All Tags before initiating the Add Folder process.
- Can I move an existing tag into a new folder? Yes, after creating the folder, you can typically edit the existing tag and assign it to the newly created folder.