Prerequisites: You need to either be org admin OR user manager, course admin, tag manager, AND org tutor to perform all of the tag tasks described in this guide.
Tags link different elements of the platform together. They can be added in various locations and perform several key tasks:
- Tag learning experiences so they can be filtered in the learning experience admin menu
- Tag learning experiences so they can be linked to groups
- Tag learning experiences, learners and objects to create complex badge criteria
- Tag learners so they can be included or excluded from certain groups
Viewing all tags
Tags can be created and added from various tag fields across the platform. All those tags can be viewed, edited, or deleted in Settings > Tags.
Click ADD TAG to create a new tag.
Click the to edit an existing tag.
Click the to delete an existing tag.
Using tags with users and groups
When you create a new user, either via the user menu or via CSV, you can add tags:
Click here to read more about user creation.
When creating or editing a group, you can add tags to the Include users tagged field:
This will automatically add users tagged with the specified tags to the group. Click here to read more about setting up groups. Tags can also be used in dynamic groups to add learners to groups. Click here to read more about dynamic rules.
Add recommend learning to a playlist
Learning experiences appear within a playlist on the dashboard as either ‘Assigned’ or ‘Recommended’. Assigned learning experiences are the ones that have been added directly to the playlist. Recommend learning experiences are ones that are linked to a playlist via tagging.
To make learning experiences appear as recommended, go to Learning Experiences and select the learning experience you want to tag. Click Settings.
Add your tag to the Tags field. As you type, if the tag already exists it will appear below the field and you can select it; if it is a new tag, click the ‘+’ icon after you have typed it to add it. Then click SAVE.
Go to Playlists and select the icon next to the playlist you want to tag.
Select the tag and click SUBMIT. The tagged learning experiences will now appear as recommended learning in the playlist. To read more about playlists, click here.
Filtering learning experiences with tags
Adding a tag to a learning experience will add it as a filter on the learning experience admin menu. Placing a tick beside the filter tag will display only those learning experiences that have that tag.
Awarding badges using tags
When you create a badge, you can specify which criteria need to be met in order for the badge to be awarded. Tags can be used as part of these criteria, to specify how many learning experiences or objects tagged with a certain tag need to be completed.
Earlier on in this article, we covered how a learning experience can be tagged. Individual objects within a learning experience can also be tagged by going to Manage Content and opening the Tags menu by the relevant object.
To read more about setting up badges, click here.
Linking learning experiences and groups using tags
To automatically assign multiple learning experiences to a group, you can add tags to the Link tagged Learning Experiences field in a group's settings. Then any learning experience tagged with that tag will appear in the Linked Learning Experiences menu.
Click here to read more about linking learning experiences to groups with tags.