#tags and @mentions

Tag notes so they're easy to find again, and mention learners and trainers so the note reaches them.

Your words may differ. Each workspace can choose its own words: a class might be a cohort, program or group, a learner a participant, trainee or new hire, a session a module or lesson. These guides use the default words. The steps are the same whatever your workspace calls them. Change your workspace's words

Type # to tag a note and @ to mention someone. Both work in the session note box, in replies, in My Notebook (tags only) and when you log an observation on a learner's profile.

#Tag a note

Type # and a list of your workspace's tags opens. Keep typing to narrow it, then use the arrow keys and Enter, or click. To make a new tag, just type it, for example #escalations, and save the note.

• Tags are shared by the whole workspace, so everyone picks from the same list.
• Tags are saved in lowercase.
• Tagged words are highlighted in the note, and the tags you've used appear above the box under In this note as you type.

Admins can add tags with a color, or delete them, under Manage → Data. See Courses, certifications, tags and countries.

#Find tagged notes

Type the tag into the search box at the top of any screen, for example #strength. The results list every note with that tag, and Filter by tag: narrows them further.

On a learner's profile, click a tag under an observation to search for it.

#Mention someone

Type @ and start typing a name. The list matches full names and preferred names; Skovrum always writes the full name, such as @Farah Haddad.

A mention in a private note notifies nobody, because nobody else can see the note. In a reply, the list shows trainers first.

#Keys