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Create PSA Tags

Overview: This guide provides instructions for adding and assigning PSA tags.

Create PSA Tags

Learn how to create custom PSA tags to group your PSAs

  1. Navigate to “Recruiting” (magnifying glass) in your vertical navigation bar.
  2. Select “PSA List”.
  3. Locate the column titled "Recruit Tags". Don't see the "Recruit Tags" column? Follow this guide to customize your view and be sure to select "Recruit Tags" as a column.
  4. Click in the column next to the PSA's name.
    Screenshot 2024-03-13 at 3.06.29 PM.png
  5. Select a tag that has already been created OR add a new tag.
    Screenshot 2024-03-13 at 3.08.05 PM.png
  6. Once you've selected a tag, click out of the tagging window to save your selection. Your recruiting board will now reflect these changes.
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  7. You can also tag in bulk from the PSA list to add to your recruiting boards. See below.

 

Tag PSAs in Bulk

Learn how to apply PSA tags in bulk to multiple PSAs at once.

  1. Select the checkbox next to the PSA's name. 
  2. Click "Assign Tags" at the top of the PSA list.
  3. Choose the tag you wish to assign.
  4. Then, click the "Assign tags" button.
    Screenshot 2024-03-13 at 3.11.30 PM.png
  5. Your recruiting board will now reflect these changes.
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