Skip to main content
All CollectionsCase Management Systemβœ… Lists
How do I bulk add tags to a client list?
How do I bulk add tags to a client list?

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.

Support at Joy avatar
Written by Support at Joy
Updated over a week ago
  1. Go to the 'Lists' tab πŸ“‹ within the case management software

  2. Identify the list you would like to 'tag' and select it by clicking on its name πŸ‘‡
    ​

  3. Select 'Add a tag', πŸ‘‡ this will then open up the available (already created tags)

  4. Either select a pre-created tag to tag these clients with OR to create a new tag select 'Manage Tags' and 'Create new'
    ​

  5. Select the appropriate tag πŸ‘‡ for your list (you can add multiple this way)
    ​

  6. If it has been added it will appear with an x next to it (shown here by example tag 2)
    ​

  7. You have now bulk added tags to members of a certain list! πŸŽ‰

Did this answer your question?