Summary: This comprehensive, beginner-friendly guide provides a foundational overview of Tags in Tithely, detailing the step-by-step processes for adding, moving, and deleting tags, along with methods for assigning and un-assigning individuals or entire groups using both individual profile tools and the Action Panel.
Before You Begin
- Tags are essential for organizing and managing your church data, groups, and communication.
- Always check the Role Permissions section below to ensure you have the necessary access rights.
- Deleted tags can be restored for up to 30 days.
Step-by-Step Instructions
Adding and Organizing Tags
1. Select the Tags tab from the top.
2. Navigate to the folder in which you desire to place the tag.
3. Click the Add New Tag button.
4. Give the Tag a name and click Create.
5. To Move a Tag: Click and drag the tag or tag folder to the destination folder and release the mouse to drop it in.
Deleting Tags
1. Select the Tags tab from the top right.
2. Navigate to the folder containing the tag you wish to delete.
3. Hover over the tag and click the (x) icon on the right, then select the delete button. * Alternatively: Click the tag name to open it, and then click Delete Tag on the left.
Adding People to Tags
1. Select the Tags tab Navigate to the folder Click the tag.
2. On the right, click Add People to Tag.
3. Begin typing the person's name and Select the name from the drop-down list.
4. Repeat until all desired individuals are selected, then click Add.
Remove People from Tags (Un-assign)
1. Select the Tags tab Navigate to the folder Click the tag.
2. You will see a list of people within that tag. Click the remove icon () to the right of the person you wish to remove.
Bulk Assign or Un-assign People to Tags
1. Select the People tab from the top left.
2. Click Show More Filter Options and Select all of the criteria you would like to filter by. [This creates your target group.]
3. Using the Action Panel, select either Assign to Tags or Remove From Tags to bulk tag or untag the people who match your search parameters.
Troubleshooting & FAQs
- How do I restore a tag I deleted by accident? If you unintentionally delete a tag, you can recover it for up to 30 days using the instructions in the section on recovering deleted data.
- Why can't I see the Action Panel? The Action Panel only appears after you have filtered or pulled up a list of people using the People tab