Creating and Managing Tags

Tags, groups, and teams are how you organize people in Churchday. Here is how to create them and add people.

Before you begin

• You need the Admin or Staff role to manage tags, groups, and teams.

Creating a tag

1. Go to People and click the Tags tab.
2. Click + Create.
3. Enter a name for the tag — for example, "New Believer."
4. Click Create Tag.

Creating a group

1. Go to People and click the Groups tab.
2. Click + Create.
3. Choose an icon by clicking the icon area.
4. Enter a name — for example, "Young Adults."
5. Add a description (optional) — explain what this group is for.
6. Click Create Group.

Creating a team

1. Go to People and click the Teams tab.
2. Click + Create.
3. Choose an icon by clicking the icon area.
4. Enter a name — for example, "Worship Team."
5. Add a description (optional).
6. Click Create Team.

Adding people to a tag, group, or team

There are two ways:

From a member's profile:

1. Open someone's profile and go to the Overview tab.
2. Add them to any tag, group, or team from there.

From the tag/group/team page:

1. Click on a tag, group, or team to see its members.
2. Click Add Member and search for the person you want to add.

Removing people

• From a member's profile, click the remove button next to the tag, group, or team.
• From the tag/group/team page, find the person and remove them.

Bulk actions

Select multiple people from the People directory, then use the bulk actions to add or remove tags in one step.

Good to know

• Deleting a tag, group, or team removes the label from all members who had it, but does not delete the members themselves.
• You can rename tags, groups, and teams at any time.

What's next?

• Organize with parent and child tags
• Assign roles within groups and teams
• Customize with colors and icons