Tags are used throughout WorkZerk and apply to Contacts, Guests, Work and Incidents.

You can think of Tags as a classification or grouping. They are more powerful than social media hashtags though, because in WorkZerk you predefine the Tags and use them throughout the platform.

Our customers use Tags in different ways, so we can’t tell you exactly what Tags you need to setup. We can however provide suggestions or ideas that you might find useful!

Add a new Tag

Tags are setup on the Tags Tab within the Admin area, by clicking on Add/Save Tag to create a new Tag.

Tags are very simple to add, there is just one field being the Tag Name together with the ‘Hide on Portal’ switch.

Tags can be setup with lower case, upper case or a combination (e.g. camel case). They cannot contain any spaces though, just like a hashtag on Instagram cannot have spaces.

They are limited to 50 characters, but we recommended keeping Tags as short as possible to work well on mobile devices and the printed runsheet.

Hide on Portal simply means that the Tag will not actually show in portal or printed work schedule. There are many scenarios where you may wish to keep the Tag hidden on the runsheet.

The Tag relates to a rating of some sort, and you prefer that to be kept for internal use only. While there is a 1 Star to 5 Star Rating field in the Contact, you might invent your own rating system using Tags.
The Tag might be ‘AwardWinner’ or something you wish to keep a secret.
The Tag is used to indicate the person is receiving VIP treatment, but you don’t wish to reveal this to other portal guest. For example, you might create a SUITE tag and Tag all executives with SUITE if they are being upgraded to a Suite hotel room.
Anything else that is on a ‘need to know’ basis, and the only people that need to know are the Admin users.

Types of Tags

There are an almost unlimited number of types of Tags you could setup, just by using your imagination.

Here are some examples of popular usages for Tags within WorkZerk from our customers:

Teams or Groups

Guests can be grouped by Tag, for example YELLOW-TEAM, RED-REAM, BLUE-TEAM etc. Or perhaps, SYDNEY-TEAM, BRISBANE-TEAM etc.

Functional

This is a very popular way to use Tags, for example PHOTOGRAPHER, AV-TEAM, SECURITY, MEDICAL, MC, PERFORMER, SPEAKER, KEYNOTE-SPEAKER etc.

Area Access

You might setup Tags that denote the Areas the portal guests can access such as ALL-AREAS, GREEN-ROOM, BACKSTAGE, PIT etc. and assign these tags to various guests you have invited to the portal.

Geographical

It might also be useful to flag Contacts or Guests based on their geographic region, for example the city they provide their services in. So you might setup Tags that include SYDNEY, MELBOURNE, BRISBANE etc.

Tags to Inform

Tags show directly in the portal (unless they are hidden) which conveys valuable information to all portal members. Below you can see that Aileen is tagged Catering, Volunteer etc. which is very useful for other Guests to know.

Tags to Filter & Select

You might ask the question, what is the actual point of tagging Contacts, Guests, Activity and Incidents with tags? The reason is that all the filters except simple text searches within WorkZerk are based around Tags.

Here are how Tags are used within WorkZerk in the various areas:

Contact Filter (Searching Contacts)

Filter Contacts by Tag to locate all Contacts with that Tag (great when you are deciding on the suppliers for your next event):

Contact Filter (Adding Guests from Contacts)

Filter Contacts by Tag and add them as Guests:

Work Filter

Add work for portal members with a specific Tag (Tag Context):

Chat Tags

Send a Chat message to one or more Tagged portal guests at the same time:

Deleting a Tag

Think carefully before deleting a Tag, because you may have tagged hundreds or even thousands of Contacts or Guests with Tags. Deleting the parent Tag will remove that information from potentially many records at the same time.

To delete a Tag, navigate to the Tags Tab in the Admin area and enter Delete Mode by switching this on.

You will then be able to select one or more Tags at the same time, and then click the DELETE button to delete the Tags.

Renaming a Tag

Renaming a tag is easy, just navigate to the Tags Tab in Admin, search for the Tag name using the text Filter.

Click on the Tag to edit the tag, click inside the Tag Name - rename the tag, then click ADD/SAVE TAG.

Everywhere this Tag was used will now update with the new Tag name.

Tags Guide