When you are working with data, you may have a need to set “tags” on certain people in your project. For example, you might want to flag that more work is needed on a particular person, or that they are a direct ancestor, a that you have a DNA match with them. To do this, you can create your own tags, for use as you wish.
Tags are entered from the project settings panel, accessed via the “Cog” icon button, located at the bottom of the action bar that runs down the left-hand side of the main screen:
User tag definitions are edited via the “User Tags” table on this panel, via the buttons at the top of the table:
Adding or editing a tag will show the Edit user tags dialog, allowing you to enter the text for your tag, and set the colour:
A default colour is suggested, but double clicking on the coloured square will enable you to choose a different colour for this particular tag.
Tags are applied or removed from people via the normal person edit panel. Towards to bottom of the panel is the “Other Details” expanding panel (closed by default). Clicking on the button so the arrow points downwards will show the panel:
If you are working on a small screen, you may need to close the “Children” or “Facts and Events” panels so you have enough room on the computer screen.
Clicking on the person tag button will show the user tags edit dialog, you can then select which tag (or tags) apply, and click on “OK” to confirm.
The applicable tag(s) are then shown in the person’s edit panel:
Tags can also be configured to appear on charts. They are shown by default on the automatic dynamic chart:
The tags aren’t shown by default on charts you create, but can be made visible by click on the “User tags” check box on the “Layout” tab of the “Chart Properties” panel—see section on Creating and Editing Charts:
You can also run queries to see which tags apply, see the section on Queries.