As an administrator, you can create tag-based lists to help easily communicate product-specific information. You can:
- Use lists to share key data elements about specific edtech tools to meet your own compliance needs, whether local, state or federal.
- Example: You can create a list of student data elements a given tool may access and show them per individual product page (i.e., attendance, demographic, conduct, elements, etc.)
- Create custom checklists to meet specific internal process needs.
- Example: You can configure a custom checklist for your district’s edtech product approval process, advancing internal transparency and team alignment (i.e., failed curriculum alignment, not budgeted, data privacy approved, etc.)
- Add contextual, district-specific information to a product label, easily sharing the intended use of a product with educators and families.
- Example: You can indicate if a particular product aligns best with certain elementary grades based on evidence, demonstrating the value of that tool in that context to teachers. You can also publish this information for just your educators, publicly or both.
Lists use tags, tag definitions, and tag groups as components. View the following guides to get started with those components:
Note: To create tag-based lists, you need to have an Organization Administrator role.
Open Tags, Filters & Lists
To create a tag-based list, click the Settings tab [1]. Then, click the Tags, Filters & Lists tile [2].
Create List
In the Lists tab [1], click the Create List button [2].
Add List Details
In the Create List page, add a name for your list [1]. This will also be the content of the heading/title for the list.
Select the tag group(s) that you want to include in your list [2]. The tag group names will be the section headings in the list. As you select the tag groups, they display in the Preview box [3].
To remove a tag group from the selection, click the Delete icon [4].
To change the order of tag groups in the Preview box, click either the Arrow Up or Arrow Down icon [5].
Set the visibility of the list [6]. Each list element will still respect its visibility limits, but the list will show in the places you select.
Select the presentation style of the list:
- Checklist [7]: displays only definitions (or tag names if definition is not available). Each list item is on its own row. Checklists also include a selection box next to the list item.
- Table [8]: displays both the tag names and definitions. They are useful for presenting large collections of detailed information.
- Bubbles [9]: display only the tag name in a cluster of pill-shaped containers. This format is useful for quickly communicating labels and categorizations.
Set the presentation conditions of the list items:
- Show all [10]: Every list item that is part of the list and can be shown will be shown, whether or not the product is tagged with the associated tag. List items with an active tag for the product being displayed will indicate that they are active. This is useful for process steps where you can see all steps and check them off as you progress.
- Show only checked/applied [11]: Only list items where the associated tag is applied to the product being viewed will be shown. This is useful for conditional information like reasons for denial.
To save the list, click the Create button [12].
Note: If you modify a definition, it will be updated in any list containing that tag. Modifying the order of the list items inside the tag group requires editing the tag group.
Edit or Delete Lists
Lists display in the order they were created. To sort the lists alphabetically, click the Arrow icon in the List Name column [1].
To search for a specific list, enter the list name in the Search by name field [2].
To edit an existing list, click the Edit icon to the right of the list item [3].
To delete an existing list, click the Delete icon [4]. Then, confirm that you want to delete the list [5].
Understand List Item Visibility
Since the items that make up a list are based on tags, they follow the tags’ visibility settings; similarly, sub-sections follow the tag groups’ visibility settings; and the list is shown according to its visibility settings.
For example, you have three tags (Red, Blue, and Yellow), and they belong to a tag group (Primary Colors) which is part of a list (Colors). If Colors is visible everywhere (management, organization library & public product library), but the tag Red is only visible in management and the organization library, then in the public product library, the list will only show Blue and Yellow.
