Quick Task: Assign Tag

Tags are the best way to keep track of families and members in the system. With the Quick Task “Assign Tag” function, you can assign tags to a large group based on your filters.

Begin by filtering for the desired individuals (filtering details in this article).

When you have applied your filters, select “Assign Tag” from the options below.

Then select the tag you want to assign from the drop-down.

Click “Assign Tag.”

Then click to yes to complete the process.

Overview Video of Assign Tag

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