In this guide, we will show you how to create and manage tags for citizens. Tags are a powerful tool for organizing and filtering data, allowing for more flexible categorization of citizens based on various attributes. By the end of this tutorial, you’ll be able to create tags, assign them to citizens, and use them to streamline your data management and social impact assessment.
Step-by-Step Guide
Starting the Process
To begin, go to the individual page of the citizen.
Adding Tags
Start by clicking on the orange button "Add Tags." on the top of the page.
Purpose of Tags
Tags can be used to filter data more flexibly. They can represent different groups, housing areas, hair colors, and more. The possibilities are endless.
Naming and Color Coding
After clicking "Add Tags," name your tag and choose a color.
Creating the Tag
Click the plus sign to create your tag.
Assigning the Tag
Now, the tag is created. You need to assign it to the citizen by clicking "Execute."
Example: Group 1
The "Group 1" tag is now added to the citizen.
Creating Another Tag
For example, if you need to create a new tag called "Housing Area 2,"
Assign a color, create it, and then assign it to the citizen.
Viewing Tags
Tags are now created and can be seen when you click on other citizens.
Adding Existing Tags
You can add tags to another citizen by selecting from the existing tags or creating new ones.
Example: Group 2
For instance, create a "Group 2" tag, give it a red color, create it, and assign it to the citizen.
Distribution of Tags
You can now see the distribution of tags in the citizen list.
Quick Tag Selection
Now, you can quickly select tags from the list when assigning tags to the remaining citizen, making the process faster.
Conclusion
Creating and managing tags in Impactly is an essential feature that enhances data organization and retrieval. This guide has provided a detailed walkthrough of the process, from creating tags to assigning them to citizens. Implement these steps to improve your data management and streamline your operations.
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