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Manage Tags
Updated this week

Tags can be added to Action Pages to help organize and scope who has access using Teams. You can have one or more tags per page. For example, you may have a tag for each year or individual initiative. Tags are our dynamic folder replacement to help you manage many pages.

  1. Manage Tags - Access Tags by going to the Action Pages Index and clicking the Tags icon.

  2. Add Tags to Pages - Scroll over the Tags column in the table and click the Pencil icon to apply multiple tags to an Action Page.

Tip: Tags can be used with our Teams feature to further limit user access.


Filter Tags

To Filter Action Pages by Tags, follow the steps below:

  1. Access the Action Pages>Pages tab from the main menu of your fundraising account.

  2. Click the Filter menu button.

  3. Select the Tags you would like to filter by.

  4. Click Apply Filters to complete your search.

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