β Heads up! This article is intended for Shift Site Admins.
Want to quickly filter and search for members on your site? You can add a custom Member Tag to a member's profile that only you and other admins can see. This helps you quickly search for members when reviewing reports, registering them for opportunities, sending emails, and more! Tags are a great way to group members so you can make quick actions for those members whenever!
Adding Member Tags
1. Click the Members button.
2. Select the three dots for the member you want to add a member tag to.
3. Click View profile.
4. Select the + beside Tags.
5. Search for a tag you've already created to add to the member or create a new one!
Creating New Member Tags
1. To create a new member tag, click the + beside Tags on the member's profile.
2. Type the new tag in the Search tags field.
3. Click + Create new tag. Now you can use that tag for future tagging!
Using Member Tags
Tags can be used to filter and search for members when searching for members to:
Sending an email
Filtering reports
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Filtering the Activity Feed
Reviewing Schedules
Searching for members in the Members' panel