Tagging Users | Teambook

Tagging Users

Tags are an optional way to associate keywords to users and improve searchability. One or more tags can be added to each user. Common use for tags include associating users by skills, experience, geography, job titles and so on. Some examples of tags: Javascript, Photoshop, Junior, Senior, Paris, UK, Lead consultant… Whatever criteria you value to categorize your team.

With Teambook, users can be filtered by using tags, helping planners find the right resources based on skills, experience or any other criteria you have established with tags.

To add a tag to a user, you may use 2 methods:
 
From the User form:
  1. Go to Team and select the user you’d like to edit
  2. Under Tags, type the tag(s) you’d like to add
  3. Click Save to save changes

From the Planning:
  1. In the member list, click on the user you’d like to edit

  1. Under Tags, type the tag(s) you’d like to add 
  2. Close the panel, changes will be saved automatically