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CMS - Setting Up And Using Tags

Tags allow you to track the completion of processes such as student enrollments, staff hiring, or class creation.

Table of Contents

  1. Step 1: Setting up Groups
  2. Step 2: Add Tags
  3. Step 3: Using Tags
  4. Step 4: Searching Lists for Tags
Step 1: Setting up Groups
  • Go to Admin > Settings > Tags
  • You can set tags for 4 different areas of the SIS.
    • CMS Classes
    • Parent Records
    • Staff Records
    • Student Records
  • To Add a Group, scroll down into the specific category, ex: Students.
  • Select Add Group


  • This gives you the ability to create a title and a description. Descriptions are not required.
  • Click CREATE.
  • Once your category is titled, you can add Tags to the category.
  • You can also make the category inactive by clicking on the Green Active Button




To Delete Tag Groups:

    • Select the three dots next to an existing group of tags 

      Screenshot 2025-11-17 at 1.09.12 PM
    • Select Delete Group
    • A Warning "Confirm box" will appear, type confirm to delete the group and acknowledge all tags in this category will be deleted as well. 

      Screenshot 2025-11-17 at 1.10.58 PM
Step 2. Add Tags
  • Click the Add Tag button to add Tag titles.
  • Tags can have names, descriptions and can be ordered.


Re-order tags 

  • Hover over the order number and using the up and down arrows.
  • When an item has been edited, it is highlighted yellow.
  • Click Save All on the bottom right of the page to save edits.
  • Click the Circular Arrow to revert back to its last saved state.

Step 3: Using Tags
  • Using Students as an example, student tags are designed for use with each student on the student list or any place in the system
  • Hover over a Student’s Name to see the Quick View.

  • For example, after creating a student enrollment, hover over the student’s name to access the Quick View Tag button.
  • Click the Tag button.(to add a tag)
  • Available tags will pop-up.
  • Click On a Tag + to add to a student.
  • The above student view shows no tags chosen.


  • The below shows the student has the Preenroll Complete tag added.
  • Click the Current Tag to add more
  • Click Save Changes and the window closes with the tag saved.

Other tags can be used with

  • CMS Classes – hover over the class name.
  • Parent records – hover over a parent name.
  • Staff Records – hover over a staff record.
Step 4: Searching Lists for Tags
  • Access one of the Four tag list areas (Students, Classes, Parents, Staff).
  • The view below is the main student list (see red highlight). If no tags have been created for the category of students, only the word Tag will be visible.
  • View/Hide/Collapse the Tag Section 
    • Go to Admin > Find /Add Student
    • Click More Options
    • Click Include Tags

 The Active Tag button (green button is a toggle – click to change).

  • Setting the button to Active and then checking tag titles below to green will give you a list of students that have all tags chosen.
 
Set Tags for a Group of Students
  • Make sure all tags are gray. Find your group by filtering students. For example, choose a teacher. Then Search
  • Check the first student and then scroll down to the bottom of the list and hold the CTRL key and the SHIFT key down at the same time – then check the last student. All students will be checked.
  • Click Modify Selected Students then drag the tag you want to give to all the students to the right under the word ADD.
  • These lists can be printed in a pdf or a csv.