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Set Up and Manage Tags

Tags are customizable attributes that can be used to organize your company within AgilityHealth. You can create or set up tags to add new roles or new lines of business to link teams together, in order to roll their assessment results up into a multi-team or enterprise-team view.

In order to get to the Manage Tags section to create or set up your new tags, you will first need to start out on the Team Dashboard.

This option is only available for Company Admins.

Manage Tags

On the left hand side of your name you should see the link to the Settings section. Click that to enter the Settings section.

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The Manage Tags area is located in the Settings section.

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After clicking the View Tags button, you should see the Tag categories for your company. These categories will dictate where tags are located. Some tags can be added to the Team Member edit page and other tags can appear during the Team creation process. We will go through each category to show you where the tags will end up!


Tag Categories

Work Type - Work Type tags dictate what different team options you have available. Examples are Service & Support teams, Business Operation teams, Software Delivery teams, etc.

Product Lines - Product Lines are specific tags that can be added to team to show that they are part of an overall product line.

Program - Program are specific tags that can be added to team to show that they are part of a program.

Portfolio - Portfolio are specific tags that can be added to team to show that they are part of a Portfolio.

Business Lines - Business Line tags can also be added to teams to show what lines of business they belong to.

Multi-team Types - Multi-team Work Type tags dictate what different multi-team options to have available. These would be linked with all other tags such as Business Line Teams, Portfolio Teams, Program Teams, Product Line Teams, etc.

Enterprise Types - Enterprise Types will create an overall department or company wide tag that will be a roll up of multi-team tags.

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Team Member Tags

Roles - Role tags will allow you to add additional roles to your company that can be assigned to team members. You will also be able to edit existing roles to update them to your company's specification.

Participant Groups - Participant Group tags will allow you to set general to specific tags related to the team member. This could be as easy as adding a Remote tag to show that the team member works from home or Europe to show that they are remote and part of the European team. This could also show that they are part of a Business Leadership team or the Support team. Participant Groups are usually the tags that are heavily customized based on the company’s needs.

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Stakeholder Tags

Role Tags - Role tags will allow you to add additional roles to your company that can be assigned to Stakeholders. You will also be able to edit existing roles to update them to your companies own specifications.

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Skills Tags

Skill - Skill Tags allow you to add in specific skills that users possess ex: .Net, Front-end designer, etc. Currently these skills are only visible under each individual user record under Manage Users.

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