Manage Tags, Types, and Checklist Items

For demonstration purposes, this article uses candidates as an example; however, the same steps apply to clients.

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Step 1: Log in to your agent dashboard and click More > Global Settings as shown in the screenshot below.

Step 2: Under the Candidates tab, click the Candidate Types, Tags, Checklist Settings option to expand it.

After initially setting up your system be careful in updating the names of these options. Name changing does not update the name, it makes it a completely new option. Changing a type or a tag will break all of the connections associated with these name.

Step 3: Click the “+” button under the Candidate Types heading to add a new candidate type.

Step 4: Enter the new candidate type as required. The settings will be saved automatically.

Step 5: In the same way, you can add new tags to the candidates.

Also, add a new item to the Candidate Admin Checklist.

Step 6: Scroll down to the Candidate Checklist heading and add the new item to the candidate checklist for candidates.

You can add more items by clicking the “+” button located just below it.

After you add or update all the types, tags, and checklist, you can view them under the Admin tab of any candidate.

If you do edit types & tags, any show conditions, email, or document templates linked to a certain type or tag, must be adjusted as well or the connections will be lost.

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Help center

Help center

Manage Tags, Types, and Checklist Items

Manage tags, types, and checklist items to organize users and track required tasks efficiently. Use tags and types to categorize and filter users, and checklist items to ensure all necessary actions are completed.