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How to Add Tags?
How to Add Tags?

Get organized and streamline your workflow with our guide on adding tags.

Updated over a week ago

Tags in Recruitly offer a powerful way to categorize and describe records, facilitating efficient organization and search functionality. This guide will walk you through the process of configuring and adding tags, allowing you to customize your records with precision.

Recruitly allows users to categorize tags into Tag Categories, offering a way to broadly group records. Individual tags provide a more detailed description of your records. Follow the guide below to create categories and add tags effectively.

Steps to Add/ Configure Tags:

  1. Click on your user icon located at the top right corner of the screen and navigate to the "System Configuration" section or click below.

  2. Navigate to the "Master Data" section within the "System Settings" tab.

  3. In the "Master Data" section select "Tags" from the available options. Click on "+ New Tag" to create a new tag. You can also categorize tags. Give the category a name and save your configuration.

  4. To edit tags, select the tag name, make necessary changes, and save. To delete a tag, click on the trash icon associated with the tag.

A Single Tag Category Can Contain Multiple Tags.

Configuring and adding tags in Recruitly significantly improves the organization and retrieval of records. Tag Categories allow for a broad grouping, while individual tags provide granularity in describing records.

Regularly review and update your tags to ensure they align with changing organizational needs. Efficient use of tags enhances search capabilities and facilitates a more streamlined recruitment process.

Tags serve as a categorization tool. For instance, you can categorize candidates based on their suitability level, such as "Excellent Candidate" or "Poor Candidate."

If you encounter any difficulties or have specific questions during the configuration process, feel free to reach out to our support team. We are here to ensure you make the most of Recruitly's powerful features for effective record management.

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