Organize Events with Tags

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Tags help you organize events based on common ground, such as campus or department. Set up tag groups based on the common ground, and then assign those tags to your event to find all events based on that tag.

Planning Center University

 

Important

Only Organization Administrators and Administrators can create and edit tags.

Choose Tags from the settings gear to access the Tags page.

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Create a Tag Group

Tag Groups hold tags that are alike in the same area. To create a new tag group, click New tag group and enter the name of the tag group.

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To make changes to the tag group, click Edit. Once you're in edit mode, you can also delete a tag group.

Danger

If you remove the tag group, it will delete all the tags in that tag group and remove them from all events. There isn't a way to undo the deletion.

Required Tags

Think through the things you have to know about every event and make those required tag groups.

If you make a tag group required, at least one tag from that tag group must be chosen for every event created.

Create a Tag

You can add tags to tag groups where they share common ground. You can also add them to the Individual Tags section if you have a tag that doesn't fit with other tags. Regardless of where you choose to add the tag, the way you add them is the same.

Click Add new tag in the box where you're adding the tag. Enter the name of the new tag and choose a color to represent the tag.

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Assign Tag to Event

You can add a tag to the event while creating the event or from the event page.

To add a tag, click Add a tag, and choose from the dropdown or type the name of the tag. It will auto populate.

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Required tags show with an asterisk, and are added at the time the event is created.

Tip

More than one tag from a group can be added to an event. Just search for the other tag again and you can add a second tag from a Group you’ve already included a tag from

Once you add tags, you can see the tags assigned to an event based on their colors. You can remove the tag icons from the monthly event view.

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You can even filter by the tags to view all events with those tags.

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