Tags

Organize and categorize your team members using TraitLab Pro's flexible tagging system for better data management and analysis

Tags help you organize the members in your TraitLab Pro account. For example, tags can organize members by department, title, goals, location, or any other categories that are useful for your organization.

Tags appear next to each member's name on your Dashboard, making it easy to identify and group team members at a glance. Each member's tags are also included in any data export, allowing you to filter and analyze results based on your organizational structure.

Tag Structure

Each tag has three components:

  • Name: The label that identifies the tag
  • Description: Additional context about what the tag represents
  • Color: A visual identifier to help distinguish different tags

Creating and Applying Tags

You can create any number of tags and apply them to any member in your TraitLab Pro account. Tags can be applied in two ways:

During invitation: Apply tags to invitations so they are automatically assigned to the member once the invitation is accepted.

After completion: Tags can be added to members on their individual results page after they have completed their assessments.

Data Export and Analysis

Tag assignments are included in data exports, allowing you to filter and analyze results based on your custom categories. This makes it easy to compare results across departments, t