Go to the 'Lists' tab π within the case management software
Identify the list you would like to 'tag' and select it by clicking on its name π
βSelect 'Add a tag', π this will then open up the available (already created tags)
Either select a pre-created tag to tag these clients with OR to create a new tag select 'Manage Tags' and 'Create new'
βSelect the appropriate tag π for your list (you can add multiple this way)
βIf it has been added it will appear with an x next to it (shown here by example tag 2)
βYou have now bulk added tags to members of a certain list! π
This feature allows you to tag all members of client list with the same tag, allowing you to filter by this group on the dashboard.

Written by Support at Joy
Updated over a week ago