Tags are phrases that can be added to items in your workspace.
Tags are a useful way of linking together lots of different items on a workspace which may not all be in the same place.
Add tags to new and existing items
You can add tags when creating new items:
- Under 'Options' and then 'Tagged with' selecting 'Add Tag'
- Click in the text box to see a list of all the existing tags you can add to the item or type in a new phrase and press enter to create a new tag
- The added tags will appear under 'Tagged with'
You can also add tags to existing items by navigating to them and selecting 'Add Tag'.
Please note only managers and those with the modify permissions will be able to add tags this way.
Adding the Tag Cloud to your workspace
You can also add the 'Tag Cloud' dashboard item to your landing page. Please note Tag clouds cannot be added to folders.
This will display all the tags used in the workspace and the bigger the tag in the cloud, the more items it is tagged to. To add a Tag Cloud
- Select Configure workspace dashboard under the Actions menu at the bottom of the page you are adding it to
- Select 'Add Item' on the dashboard where you would like to add it. Select 'Tag Cloud' under 'Workspace Content'
- Choose whether to give a name or not and decide whether you want 'Variable' or 'Fixed' text in your cloud. Variable makes tags bigger depending on how many items they are on in the workspace. Fixed makes the Tags all the same size.
If a member clicks on one of the phrases in the cloud, it will automatically direct them to a list of all items using that tag.
Using Tags to filter searches
One way to utilise your tags is through the workspace search: Searching for items on Futures
Members will now have the option to filter their search using the tags.
If you wanted to direct your members to a list of all the items tagged with a certain phrase, complete the filtered search, then copy the URL of search results page and add it to an icon button. This saves members having to do the search themselves and they now have easy access to a list of tagged items.
This video showcases how to add the tag cloud and use the tags on your workspace:
How to review all the tags in the workspace
As a workspace manager you can review all the tags in your workspace. Here you can delete, rename tags and merge workspace tags.
- Go to 'Manage workspace' (three cogs icon) in the top right and select 'Settings' from the drop down options
- Go to the 'Tags' tab on the furthest right. Here you view, edit, delete and review the tags in your workspace.
Limitations on using tags
Tags can be up to 40 characters and may contain:
A-Z
a-z
0-9
_ (undescore)
& (ampersand)
. (fullstop)
? (question mark)
# (hash)
! (exclamation)
space