Tags are how your Assessment Results Dashboard learns who's who. Once your people are tagged — by department, by grade level, by ministry, by role, whatever cut is useful to you — you can filter results by those groups instead of reading everyone as one big list. Tagging takes a few minutes, and here's the whole process.

Step 1 — Open Enrollments

In your Assessment Results Dashboard, go to Enrollments. Every person connected to your organization appears as a row, with their name and email. If you're looking for someone specific, the search box at the top finds them by name or email.

Step 2 — Select a group

Check the box at the left of each person who should share a tag — say, everyone in the math department. As soon as you select anyone, a bar appears at the bottom of the screen showing how many people you've selected.

Step 3 — Add the tag

Click + Add Tag in that bar. A window opens asking for the tag name — type it exactly the way you want it to read, like "Math Department," and click Add Tag. The window confirms how many people the tag is being added to before you commit.

Step 4 — Check your work

Each person's tags appear right in the Tags column. Made a mistake? Click the × on any tag to remove it from that person. To see a whole group at once, use the Tags filter above the table — it's also the quickest way to confirm nobody in a group got missed.

Three habits that keep tags useful

• One person can carry several tags. A teacher can be "3rd Grade" and "Teacher"; a coach can be "Athletics" and "Theology." Tag each dimension separately rather than inventing combined tags like "3rd-grade-teacher."
• Keep spelling consistent. "3rd Grade" and "Third Grade" become two different tags, and your groups split in half. Decide the wording once, then reuse it.
• Tag in batches, not one by one. Select everyone who shares a tag and apply it in one pass — it's the difference between a few minutes and an afternoon.