How do I tag an action step?

Learn how to use tags to organize action step data.

Note: This article applies to all users with all roles.

Action steps can be assigned in multiple places throughout Grow, including the Touchpoint Dashboard, user profile, meetings, observations, and quick feedback. In all of these places, you can utilize action step tags to document the topic/category of the action step. Tags are frequently aligned to a particular rubric, district-specific focus areas, and/or coaching frameworks. 

Click the green plus sign in the action steps widget to assign an action step.

If your school or district has enabled tagging, you'll see a section titled Meta-Data Tags. Tags are frequently organized in a hierarchy. Click the arrow next to a tag to see its sub-tags.

Once you've written an action step, click the check-box next to the relevant tag to select it. Selecting a lower-level tag will automatically select any parent tags in the given hierarchy. Then click Create to assign the action step. 

You'll see the assigned action step now has the selected tags listed below the text of the action step.

For users with coach and admin roles, action step tags are also visible on the Action Items Report, and can be analyzed more deeply on the Tag Dashboard, where you can see trends in the types of action steps being assigned across your school or district.

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