Tag applications

You can create and apply tags to applications. Tagging allows you to add additional information to assist with managing applications, particularly through different stages of review. Tagging is often used in programs that have multiple stages of reviewing (e.g. qualifying, shortlisting, grantee selection). 

How do I tag an application?

Tagging an application can be done in two ways:

Individually:

1. In the Manage workspace, go to Applications or Reviewing > Leaderboard
2. Click on an application
3. Under Application tags, begin typing your desired tag
4. Hit the Return/Enter key on your keyboard to apply the tag

Tip: previously created tags will appear as you begin typing.

In bulk:

1. From the Manage workspace, navigate to Applications
2. Select the checkbox to the left of each application you want to tag
3. Within the Action dropdown box, click Tag
   
   
4. Type in anything you want (single or multiple words) in the tag input field
5. Previously created tags appear in a list as you type
6. Click Tag to create/apply the tag to all applications you selected

Tag from reviewing view

Grant manager's may participate in an initial stage of reviewing where tagging could come in handy. Users with the grant manager role can add a tag from the bottom of an application when reviewing.

How to remove tags

There are a few different ways to remove tags from applications.

Remove from an individual application:

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

Remove from the application preview:

1. Click the overflow menu (3 dots) next to the application to select Preview
2. Click on the X next to the tag you want to remove

Remove from all applications by deleting the tag:

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

Search for all applications with the tag:

1. From the Manage workspace, navigate to Applications
2. Click Advanced within the search box
3. Within the Tags dropdown, select the tag you would like to search by
4. Click Search
5. Open each application and click the X icon next to the tag you want to remove

Panel configuration using tags

When setting up a review panel, if you have used tags on applications, a list of all available tags will be presented for you to choose from. If you select one or more of the tags listed, only submitted applications with those tags applied will show to reviewers on this panel.

Tagging allocations

Once an application has been allocated funds, an allocation tag can be applied. For more information on allocations, fund management, and payment tracking, see these dedicated guides:

• Fund management overview
• Payment tracking

Video overview

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