Tags and refiners

Powell Teams Support

Updated February 22, 2023 15:05

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.

The tag page is available in the Governance section of the menu:

Create a new tag

Click "Create a new tag".

To create a new tag, give the tag a name, and 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

You can use each tag as a 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.

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.

Edit your 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.

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 on 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.

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.

Powell Teams' types of tags

Text

The type "Text" allows team creators or admins to assign a text value to a tag during the team creation process.

*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.

Date

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

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 (for 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 team creators to assign a number to a team.

Yes/No

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

This tag is set by default to "none". In the other cases (Yes or No), the value will be set by default for team creations made with the template.

Choice

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

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

Allow Multi-value

You also have the 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 “Department” in the images below:

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

For example: for the 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.

Categorizing your teams with tags in the Template Settings

Choose tags in the team creation wizard

People

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

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

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).

The team requestor/creator will be able to select users to fill this tag in the team creation process

The users added as a tag, will not be added as members or owners of a team if he or she has not been added as a team owner or member in the template or during the team creation.