Tags are flexible, optional labels used to categorise people into specific groups for rapid searching and bulk communication. Organising your workforce with these labels ensures you can filter large databases and send targeted messages in seconds.

This guide covers:

• Creating clear and useful Tag names.
• Downloading and completing the Tags template.
• Uploading data while handling duplicates and errors.
• Finalising the import process.
• Using Tags to filter lists and target specific messages.

You can now manage large teams with precision and speed.

💡 Power User Insight: Use Tags to identify specific project cohorts or emergency response teams. This allows you to use the bulk messaging feature to send critical site updates only to the relevant personnel, reducing notification fatigue across the broader workforce.