How to create an automation tag?

Tags can be useful in Jobrock to easily filter or find an automation. This article explains how to create automation tags.

IN THIS ARTICLE
Why should I use automation tags?
Where to create an automation tag?
How to create an automation tag?

Why should I use automation tags?

Automation tags can be useful to find or filter an automation in Jobrock. When creating more and more (different) automation tags can help you organize your automation dashboard.

Automation or chatbots can be created for different purposes within a workflow (think for example about enrichment automations, NPS automations, application tips etc.) but automation can also be specifically created for clients (for example with branded styling of the client).


A larger list of automation can come into existence rather quick and that requires a way of labeling these automations. This is where automation tags can help.

Where to create an automation tag?

Go to the Tags screen in te Jobrock admin module via Admin > Tags.

How to create an automation tag?

  1. Click the Create new tag link in the top right corner.

    Create new tag
  2. Add the name of the tag you want to create.

    TIP: You can add multiple tags in one go for a specific category. Click the + sign to create a list of tags you want to create in one category.


    example: in this example we create a tag for a specific type of automations "Enrichment" . All automation which are created to enrich candidate profiles we would like to tag with this label.

    Enter the name of the tag you want to add.
    Use the + sign to create multiple tags at once.
  3. Select a category

    Each tag needs to be added to a category. You can select an already existing category or create a new category by clicking the + Add link.

    Select a category or create a new category

    example: in this example we select the "Type" category, but categories are completely custom made.



  4. Select Automation module

    Tags can be used in different modules throughout the Jobrock suite. In order to use tags to label an automation select the Automation tickbox.

    Select "Automation" tickbox.

  5. Save the tag

    The last step is to save the tag. Click the Save button. The pop-up will close and the created tag will now be listed.

    Click Save button to create the tag.
Created tag is added to the list of tags.

Now the created tag can be used to label automations and to search for in the automation dashboard!