Volunteers can create their own customized filters by adding "Tags" to their Assignments. For example, a volunteer might add a Tag of "Close Friend" to identify Assignments with whom they have a particularly close relationship. These "Tags" will appear as filters on the My Assignments page and on the Email page, and can be used concurrently with each other as well as with the 8 standard filters. For example, a volunteer could filter their list to see only their close friends ("Close Friend") who have not yet made a gift ("Has Not Given").
**Note: Custom Assignment Tags are a volunteer-specific feature and will not appear in the administrator dashboard.**
How to create, modify, or delete Custom Assignment Tags:
1. From the My Assignments page:
- Click on an Assignment's name to open their Snapshot
- Scroll to the ‘Tags’ section, near the bottom
- Type the name of a new or existing tag, e.g. “Close Friend”
- Click ‘Create Tag’
2. From a Full Record:
- The ‘tags’ section is at the top of the Full Record
- Type in the name of a new or existing tag, e.g. “Close Friend”
- Click ‘Create Tag’
3. From the ‘Tags’ page:
- Navigate to the ‘Tags’ page (from the menu on the left side of the page)
- Click ‘Create Tag’
- Type in the name or a new tag, e.g. “Close Friend”
- Add a description (optional)
- Choose a color
- Click ‘Create Tag’
4. Modify an existing Tag:
- Navigate to the ‘Tags’ page
- Click ‘edit’
- Update the name, description, and/or color
- Click ‘Update Tag’
5. Delete an existing Tag:
- Navigate to the ‘Tags’ page
- Click ‘delete’
- Note: If the tag is in use, deleting it will remove it from any Assignments