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.
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What is a...
๐ manual tag? It's one that you add yourself.
๐ automatic tag ? It's one that you generate automatically through registration questionnaires or deliverables.
๐ public tag ? It is when it is visible on the user or project profile.
๐ private tag ? It is only visible to program mangers.
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โHow to set up manual tags?
๐ Click on "manage the program".
๐ Go to either applications, participants, projects, experts, juries, or even the admins list (Here we go to the participants list)
๐ 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.
๐ To find the tags and associated participants/projects, go to "data", then "tags".
โHow to create an automatic tag?
๐ Click on "manage program".
๐ You can generate automatic tags either from registration form or deliverables. (Here we will go to the participant questionnaire).
๐ When you create your form, you will be able to generate a filter from the multiple choice, single choice or checklist questions.
๐ 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.