Training Platform · Episode 13 · 3:49

Use tags to organize Training Platform members

Add, change and clear tags on Training Platform members, update a selected cohort, and include tags in invitations and CSV/XLSX imports. For Training Platform owners and administrators. Learners must accept invitations before membership begins.

Earlier recordings use the previous School name for the Training Platform.

English narration and on-screen explanations. Read the narration transcript.

Chapters and transcript times will be ready shortly. You can use the video’s Play control or open the MP4 below.

Chapters
Open MP4 · Download transcript · English captions

Narration transcript

The English narration in this video. Select a time to watch that moment.

  1. Use tags to organize people in your Training Platform.

  2. Add comma-separated tags, then save them on the selected person.

  3. Cancel discards your draft and keeps the saved tags unchanged.

  4. Editing replaces this person’s tag list, so keep every label you still need.

  5. Combine a tag and a teaching group to target the right cohort.

  6. Check the matching people and selected count before making a bulk change.

  7. Add and remove labels together without replacing unrelated tags.

  8. A person can leave a filtered list when their matching tag changes.

  9. Remove one label while keeping the others in the editor.

  10. Leave the field empty to clear all tags from this person.

  11. Each person can have ten tags, with up to fifty characters in each tag.

  12. You can include tags in an invitation, but the learner must still accept it.

  13. After the learner accepts, their tags appear on the Training Platform membership.

  14. Include an optional tags column when importing learners from a CSV file.

  15. Review the labels, process the invitation, and verify them after acceptance.

  16. Excel workbooks support the same optional tags column and acceptance step.

  17. Use the saved tags to find people without changing their teaching groups.

  18. Add tags individually, update a selected cohort, or include them in invitations.

Back to all Training Platform videos