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How to Use Tags

Updated over a week ago

Tags are customizable labels that help you organize and manage Courses, Assignments, Team members (Admins and Instructors), and Learners more efficiently. In a corporate environment, Tags customizable labels that help streamline the management of activities like training, onboarding, and employee development programs.

Important:

  • Courses and Teams share the same tag list.

  • Assignments and Learners each have their own separate tag sets.

  • Tags are visible only to Admins and Instructors - Learners never see them.


How to use Tags for Learners

  1. Go to Learners page.

  2. Click Invite Learners.

  3. Create or select Tags for a Learner.

Note: By choosing Tags course libraries and learning paths will be assigned to the corresponding tag.

Learners can be assigned a separate set of tags, distinct from those used for courses, assignments and the team.

Learners can be assigned tags in multiple ways:

  • when inviting Learners to the course via email or csv import (if csv file contains tag column)

  • when using Tags on the left-side menu by using Tag settings

Use learner tags to:

  • internally organize Learners into groups based on the preferred patterns

  • bulk invite Learners from your organization to new courses via Assign by tag option:


How to create Tags

  1. Go to Tags page.

  2. Click on Create Tag.

  3. Choose Tag type and create a Tag name.


How to change Tags for Learners

  1. Go to Learners page.

  2. Click on a Learner.

  3. Open Settings by clicking on 3 dots โ‹ฎ for editing Tags.

Note: You can modify Tags by adding and/or deleting them anytime.

Note: Assigned course libraries and learning paths will be modified along with an added and/or deleted Tag.


How to use Tags for Team

Tags can be assigned to team members - Admins and Instructors - as a means to arrange the team. Navigate to Team โ†’ โ‹ฎ three dots (Details) to assign tags to team members' profiles.

You can do the same on the Course level by navigating to Instructors page:

Team members' profiles can be searched and filtered based on the assigned tags.


FAQ

Q: Can Instructors see and assign tags?

A: Yes, Instructors have the capability to view, add, assign, and remove tags for assigned courses, assignments, and Learners. Instructors cannot see or edit tags assigned to the team members - Admins and other Instructors.

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