Tags allow you to sort applications, participants and projects by different status.
You can set up automatic tags or manual tags, and they can be public or private.
What is a...
👉 manual tag? It's one that you add yourself.
👉 automatic tag ? It's one that you generate automatically through registration questionnaires or deliverables.
👉 public tag ? It is when it is visible on the user or project profile.
👉 private tag ? It is only visible to program mangers.
How to set up manual tags?
👉 Click on "manage the program".
👉 Go to either applications, participants, projects, experts, juries, or even the admins list (Here we go to the participants list)
👉 On the right, you will find the columns "public tag", "private tag", click on the little pencil. A pop-up will appear, allowing you to choose an exciting tag or create a new one.
👉 To find the tags and associated participants/projects, go to "data", then "tags".
How to create an automatic tag?
👉 Click on "manage program".
👉 You can generate automatic tags either from registration form or deliverables. (Here we will go to the participant questionnaire).
👉 When you create your form, you will be able to generate a filter from the multiple choice, single choice or checklist questions.
👉 In your field options, you will have to check the box "Create a "Tag" from the answers", so automatically the participant's answer will create a private tag.