Using Tags

Tags allow you to group documents into collections. This can be helpful when you’re working on a project and have multiple documents to which you want to refer.

For instance, you could have a cluster analysis, a plan, and multiple content briefs all focused on one objective. Give them the same tag and you can quickly find them in the document list by creating a filter for that tag.

How to Create a Tag

Here are the steps to creating a new tag.

How to Create a Tag 1
Click “Tags” in the left rail
How to Create a Tag 2
Click “Create” to create a new tag
How to Create a Tag 3
Type in the title of the tag.
How to Create a Tag 4
Click “Submit”

Add a Tag to a Document

Here are the steps for adding a tag to a document.

How to Add a Tag 1
Click “Documents” in the side panel
How to Add a Tag 2
Click the pencil icon
How to Add a Tag 3
Click the down arrow
How to Add a Tag 4
Select from the available tags and click the checkmark

Add a Tag to a Topic

Here are the steps for adding a tag to a topic.

How to Add a Topic Tag 1
Click “Tags” in the side panel
How to Add a Topic Tag 2
Click the pencil icon
How to Add a Topic Tag 3
Click the “Add Topics” field and enter a topic
How to Add a Topic Tag 4
Click “Add topic”
Updated on September 26, 2024

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