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Patient Copilot Help Center

Communities - Tagging Channels and Events in Posts/Comments

Tag channels and scheduled events directly inside posts and comments to guide members to the right place, fast. This article explains what channel/event tagging is, who can use it, and how to add tags with the # shortcut so discussions stay organized and actionable. * * * ## What is Tagging Channels and Events? Channel/event tagging turns references in your post or comment into permission-aware, clickable links. Type # to open a picker of channels and events you can access; select one to insert a tag with a distinctive icon. Readers can click the tag to navigate directly to that channel or event (access required). * * * ## Key Benefits of Tagging Channels and Events Use these benefits to decide when to tag and how to structure posts that drive readers to the right destination. - Faster navigation: Readers jump straight to the referenced channel or event. - Clear context: Icons and links make intent obvious inside long threads. - Targeted engagement: Tags turn posts into actionable prompts for members. - Permission-aware visibility: Only channels/events you can access appear in the picker. * * * ## Permissions & Prerequisites Confirm access first so tags appear in the picker and work when clicked. - Who can tag: Any user who can create a post or comment in the community. - What you’ll see: The # picker shows only channels/events you have permission to access.

  • Where to tag: Communities → open a post or comment editor. * * * ## **How To Tag Channels and Events in Posts/Comments ** Follow these steps to add a tag, publish, and verify the link works for your audience. ### Step 1: Navigate to Groups 1. Click on Memberships from your sub-account.
  1. Click on the Communities tab.
  2. Select Groups from the drop-down.!(https://assets.patientcopilot.ai/2655f2722caaf7ab.gif) 1. Login to your Group. 2. Open the post or comment editor.!(https://assets.patientcopilot.ai/9fd58ba57fa929a3.gif) ### Step 3: Insert a tag with # 1. Type # to open the picker; search or scroll to find the channel or event.
  3. Press Enter (or click) to insert the tag. 3. Finish your message and click Publish Post/Comment. 4. Check your newly inserted tag to confirm it opens the intended destination.!(https://assets.patientcopilot.ai/c10c67c5e4fab116.gif) * * * ## Frequently Asked Questions Q: Can I tag multiple channels or events in one post? Yes—add as many as are relevant, but keep posts readable and focused. Q: Why don’t I see a channel/event in the list? Only items you have access to appear in the picker. Confirm your permissions or membership. Q: What do the icons mean? Icons visually distinguish channels from events so readers know what they’re opening. Q: What happens if an event has already ended? The tag may open a read-only or ended view, depending on event settings. * * * ## Related Articles - How to Setup, Customize, and Manage Your Communities - How to Manage Members Inside groups - Communities: Announcement Channel and Notification - How to make your Groups private/ public in Communities?