Open the Applicants, Enquiries or Students roster, select the applicants and select Tag. Type one or more tag names in Add Tag, separated by commas, and select Save. You can then show tags as a roster column and filter the roster by tag.
- OpenApply
- How-to
- Admin
Tagging applicants via roster
For admins who want to label groups of applicants with tags and find them again quickly.
| I want to | Go to |
|---|---|
| Add tags to applicants | Add tags |
| See tags on the roster | Show the Tags column |
| List applicants with a tag | Filter by tag |
Add tags
In the left navigation panel, select Applicants, Enquiries or Students to open the roster.
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Select the applicants you want to tag, then select Tag.
Type the tag name in the Add Tag field. To add several tags, type all the names separated by commas. OpenApply suggests tags that already exist.
Tags are grey by default. To change the colour, select the grey square.
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Select Save to add the tags to the selected applicants.
Show the Tags column
On the Applicants, Enquiries or Students roster, select the three dots button near the top right.
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Tick Tags and select Save. The Tags column now appears on the roster.
Filter by tag
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On the Applicants, Enquiries or Students roster, select Filter near the top right.
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Select the Tags to filter by and select Filter Results.
The roster shows every applicant who has any of the tags you selected.
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