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Pathways Staff Guide

Pathway Tags

Tag pathways to find them quickly.

Assigning tags to pathways allows you to filter and find pathways quickly. First, create the tags you want to use for pathways, then apply the appropriate tags when creating pathways. You can always edit a pathway to change the tags or add new ones.

Here's an example situation where pathway tags are useful: You have pathways set up for different types of mission trips. Now, there's a new form everyone has to complete before they go. You can find all the mission trip pathways using the tag "Mission Trip", then add the form to all of them at once.

Create a Pathway Tag

Make your quick-search tags for pathways.

  • You'll need the Manage Pathways permission. For more information, see Responsibilities.

If you have many pathways, it can be difficult to locate a specific one. Assign a tag that describes the type or category of pathway so you can find it quickly when needed.

  1. In the top-left corner, click your ministry hub then Realm. Then click Pathways > Settings.
  2. On the Pathway Tags tab, click Add Tag.
  3. Enter a tag name, such as "Mission Trip" or "Congregant".
  4. Click Save.

Apply a Tag to a Pathway

Tag a pathway to make it easy to find.

  • You'll need the Manage Pathways permission.
  1. In the top-left corner, click your ministry hub then Realm. Then click Pathways > Current.
  2. Next to the pathway, click the ellipsis icon.
  3. Click Edit.
  4. In the Tags drop-down, select the tags you want to apply.
  5. Click Save.

Manage Pathway Tags

Change a pathway tag.

  • You must be an administrator or have the Manage Pathways permission. For more information, see Responsibilities.

Pathway tags can be edited, merged, or deleted.

  1. In the top-left corner, click your ministry hub then Realm. Then click Pathways > Settings.
  2. On the Pathway Tags tab, click to highlight the tag(s) you want to change.
  3. In the Select an action drop-down list, you have several options:
    • Rename—Enter a new name for your tag and save.
    • Delete—When ready, confirm.
    • Combine similar tags—Select the tag you want to keep. All others will be deleted, and any pathways using them will now have the combined tag.

Filter Pathways Using Tags

Find your pathways using a tag.

  1. In the top-left corner, click your ministry hub then Realm. Then click Pathways > Current.
  2. Click the filter icon.
  3. In the Tags drop-down menu, select the tag(s).
  4. Click Filter.

Last updated: July 11, 2023

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