Tags and refiners

Introduction

Tags are used for the team classification. When Powell Teams Administrators create templates, they can add tags. Templates make it easy for users to find teams on the user dashboard. For more information about how tags are created in the template, read Team template settings

 

In the "Tags" section all existing tags are listed in alphabetical order. Create new tags or modify existing ones in this section. 

 

To access "Tags", click "Menu", "Global administration" and then "Tags". 

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Create a new tag 

Click "Create a new tag". 

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To create a new tag, give the tag a name, choose a tag type from the dropdown menu.

 

There are six types of tags available in the dropdown menu

  • Text
  • Date
  • Number
  • Yes/No
  • Choice
  • People
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You can use each tag as refiner in the user Dashboard. Click the checkbox "Use this tag as a refiner in the user dashboard".  Read the Welcome page for more information on how refiners appear on the user dashboard and how teams can be found using filters.

 

If Powell Teams administrators do not set any refiners, a message will be displayed to invite them to do it 

 

Click "SAVE" to save your tag and return to the Tag list. 

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New tags are added in the tag list and will appear in search as you tag teams or create tags for the naming convention in the template.

 

Text 

The type Text allows administrators to assign a text value to a tag. When administrators search for text type tag in the template, they will have to assign their own default text value to the tag as shown in the example below.

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*When creating a value for the "Text Tag" during team creation, team creators now see the list of existing tag values to avoid duplicating the same ones.
 
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Date

The type Date allows administrators to select a date in the template settings. 

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Important information about date tags:

We save the date in UTC format taking into account the time zone of the user who enters the value of the tag (example: a user in Cambera (UTC+11) entered in a date tag on 19/01/2022, we save the value in UTC format, i.e. 2022-01-18T13:00:00Z). This format allows us to keep all the dates saved using the same format. We return this format in our API. In the product interfaces, we readapt this format to the time zone of the connected user. A user located in France (UTC+1) will therefore see a date tag value of 18/01/2022 because we readjust to the time zone of Paris: 2022-01-18T14:00:00Z.

 

Number 

The type Number allows administrators to assign a number to a team. 

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Yes/No

The type Yes/No requires a yes/no value.   

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Choice

With this option, you add several possible choices to a tag. 

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For example: for a tag "Location" add three choices "France", "Germany" and "USA". If you use this tag as a refiner on the user dashboard, users will be able to filter for a team, according to these three locations. 

 

During the team creation process, users choose the value from the dropdown menu. 

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Allow Multi-value

You also have an option  to manage multivalued selection. 

It means that when you allow the option Multi-value during a  tag creation, in the team creation wizard, users will be able to add multiple values for a tag. ( Only applicable on the tags based on the type “choice”. 

 

You can create a tag Department based on the type “choice” with the list of the company departments. By allowing the multivalued option, a team can be tagged with multiple departments to allow to display the same team in different departments in the refiners (on the user dashboard)  to easily find it when different departments work on a same project.

 

Check the example of a multi-value tag  “Location” in the images below:

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Creating Tag “Location” with two choices  on the page “Tags” 

 
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Categorizing your teams with tags in the Template Settings

 

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Choose tags in the team creation wizard

 

 

People

The tag "people" permits administrators to add a user as a tag.

As you create the "people" on the page "tags", you will be able to add this tag in the template settings, and choose a person as a tag.

Note that the tag cannot be used in the naming convention. 

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For the tag "people", different values can be chosen. If you allow "multi-value", you will be able to add as many people as you like. However, as you allow multi-value, it will no longer be possible to go back. For example: If you allowed multi-value and added three users in the template settings, you will not be able to change it to one person (as shown in the image below).

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In the template settings, in the section "categorize teams with tags", you will be able to search for the "people" tag that you have created.

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As you select it, you can start adding users.

You can choose these tags to be mandatory or not. If you choose them to be mandatory, users will have to use these tags in the team creation wizard. 

You can also choose these tags to be hidden for users. 

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As you add these users as tags, they will appear as tag values during the team creation.  In the example shown below, as these tags were not chosen as "mandatory', team creators can decide whether they want to keep these tags or not. 

Team creators can "search users"  add additional users directly in the team creation wizard. 

 

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The users added as a tag, will not be added as members or owners of a team. 

It is possible to simply add a user as a tag, who will not be a member or an owner of a team. 

 

Editing Tags

To edit an existing tag, click the Edit button at the end of each tag. You see the information about your tag including the tag name and type. 

 

You can modify and update this information. 

 

In the next section, all templates associated with this tag are displayed. This is the list of templates, in which this particular tag is used. 

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For a tag with the type "choice", you will be able to modify the values as well. You can change, add or delete the choices.  To change the name of a choice,  click in the box and change the value. To delete the choice, click on the cross button and to add a new choice, click on the button "add a choice". Then save your changes. 

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You can choose the order in which tag values are displayed for the "Choice" tag

When you edit a "choice tag," you can choose the order in which the tag values are displayed. This will affect the order in which tag values are displayed on the user dashboard refiner and during team creation.

To change the order of tag values, move the mouse near the dot icon displayed to the left of each tag. Click and drag it in the order you want it to appear.

 

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Use the tag as a refiner on the user dashboard

If you check the box "use the tag as a refiner on the user dashboard" ,  selected tag will appear on the user dashboard - if there is even one existing team using this tag. 

 

Check the user dashboard to view how tags are used to filter teams. 

 

 

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