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Planning Center Help

Manage tags in Services

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You create tags and assign them people, songs, and media with common characteristics. Then you can filter by the tags to create lists or assign people to teams.

Important

People with people and plan administrator permissions can access tags from the People page, the Song page, the Media page, or the Files page.

View tags

To manage your organization's tags, go to the Tags page:

  1. Select the Songs, Media, or People page in the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Edit Tags from the dropdown.

Create a tag group

Tag groups organize tags by a common criteria.

For example, if you want to be able to search for song arrangements by lead vocal, speed, or style, you can create tag groups for each of these tag types. You can also search for arrangements tagged in more than one group type, for example songs with a Fast speed tag and Contemporary style tag.

To create a new tag group:

  1. Select the Songs, Media, or People page in the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Edit Tags from the dropdown.

  4. Select the tab for the type of tag group you want to create.

  5. Select Add Tag Group.

  6. Add the information for the tag group:

    • Name the tag group.

    • If you have organized your account into folders for different departments, and this tag group only pertains to one of them, choose this folder from the dropdown.

    • If more than one tag in the tag group can pertain to the person, song, arrangement or media, then check this box.

    • With this box checked, when a new person, song, arrangement, or media is created, one of the tags must be selected.

  7. Select Save to finish creating the tag group.

Important

When RehearsalMix is enabled, a file tag group with file tags will be automatically created for RehearsalMix.

Edit or delete a tag group

  1. Select the Songs, Media, or People page in the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Edit Tags from the dropdown.

  4. Select the tab that contains the tag group you want to edit.

  5. Hover over a tag group, and select the ✏️ edit icon.

  6. To edit the tag group, make any needed changes, and then select Save.

    To delete the tag group, select Delete

Create a tag

  1. Select the Songs, Media, or People page in the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Edit Tags from the dropdown.

  4. Select the tab that contains the tag group you want to edit.

  5. Type the name of the new tag into the add tag box below a tag group, and then press Enter.

Edit or delete a tag

  1. Select the Songs, Media, or People page in the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Edit Tags from the dropdown.

  4. Select the tab that contains the tag you want to edit.

  5. Type the name of the new tag into the add tag box below a tag group, and then press Enter.

  6. Select the tag name and re-enter it.

  7. Press Enter to save your changes.

  8. (Optional) To delete a tag, hover over it and select the 🗑️ delete icon.

Assign tags

There are many ways to assign tags, depending on where you assign them.

For instructions on assigning tags, see the article that corresponds with the type of tag you want to assign.