Tag applications

 

What are tags?

Tags in Good Grants act as internal labels you can apply to applications to help manage and organise your program. They are especially useful for multi-stage programs—for example qualifying, shortlisting, finalist selection, and winner selection.

Tags can also streamline reviewing panel configuration by helping you control which applications appear to which reviewers.

Tag an application

Individually

  1. In the Manage workspace, go to Applications or Reviewing > Leaderboard
  2. Click an application name
  3. Under 'Application tags', type your tag into the field
  4. Select a previously used tag or press Return/Enter to create a new one

In bulk

  1. In the Manage workspace, go to Applications or Reviewing > Leaderboard
  2. Select the checkbox next to each application
  3. Open the Action drop-down and choose Tag
  4. Type your tag, select an existing one, or create a new one
  5. Click Tag to apply it to all selected entries

Tagging in the reviewing view

Grant managers assigned to reviewing can add tags directly from the bottom of an application while reviewing. With the Tags Create and View permissions, other roles can also create and apply tags. Learn more about permissions in our Ultimate guide to user roles.

Remove a tag

From an individual application

  1. In the Manage workspace, go to Applications
  2. Click the application name
  3. Click the X next to the tag you want to remove

From all applications

  1. In the Manage workspace, go to Settings > General > Tags
  2. Select the checkbox next to the tag
  3. Click Delete

Deleting a tag removes it permanently and cannot be undone.

Using tags in panels

When creating a reviewing panel, Good Grants displays all available tags. Select one or more tags to restrict the panel to applications that have the selected tags applied.

Learn more: Using tags in your reviewing configuration.

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