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Introducing “Tag Manager”

When it comes to organizing your research in Sentieo, tags are a powerful way to help keep track of your notes, files and documents in whichever way suits you best.

Instead of rigid folder structures that require you to manually create them, you can organize your Sentieo notes using our flexible tagging system which allows you to categorize your notes by topic, keyword, asset class or whatever classification helps you and your team sort through your research.

With the creative freedom of creating your own tags and the ability to create them on the fly comes the challenge of keeping your tags organized.

Maybe you want to create a set of standardized tags for your team to use.
Maybe you want to identify tags that aren’t being used.
Maybe you want to identify tags that are similar and merge them.

All of this is now possible with the new Tag Manager in the notebook Settings. The Tag Manager allows you to keep track and manage all of your personal and team tags from one convenient interface.

Access Tag Manager

To access the Tag Manager, navigate to Notebook > Configure Notebook> Tag Manager:


From here, you can create, rename, delete, and merge tags.

How it works

Tags are text labels that you can associate with records like notes, files and documents. Tags enable you to group and organize your notes.

All tags available to you will be accessible via the Tag Manager table:

Sharing Levels

Access to a particular tag is dependent upon its Sharing Level

Only Me
Private tags, visible only to the person who created the tag. Only the creator can apply this tag to notes. The tag will still be searchable/filterable by other users. This setting is the default Sharing Level setting when creating a new tag.

Team
Shared tags, visible to the owner and specified team. Any user belonging to the specified team can apply this tag to notes.

Use the Sharing Level drop-down to toggle between private and team tags:

 

NOTE: A record can have multiple tags and each tag can have a different Sharing Level settings.

Creating Tags

In addition to creating a tag on the fly via the tag bar of any note, tags can be created directly in the Tag Manager.

Procedure From Settings:

  1. Navigate to Notebook > Configure Notebook > Tag Manager.
  2. Select Add Tag at the top right corner of the screen.
  3. Give your tag a name.
  4. Select private or team access.
  5. Select whether the tag should be grouped under a Tag Group (optional).
  6. Click Save.

Editing Tags

From the Tag Manager, you can edit tags you’ve created.

Procedure:

  1. Navigate to Notebook > Configure Notebook> Tag Manager.
  2. Select a single tag.
  3. Select Edit at the top right of the screen.
  4. Make the necessary changes.
  5. Click Update.
  6. All records associated with the tag are updated to reflect the change.

Merging Tags

You can merge one or more tags with another tag. For example, when you merge Tag A with Tag B, Tag A is deleted and all associated records are reassigned to Tag B.

Procedure

  1. Navigate to Notebook > Configure Notebook >Tag Manager.
  2. Select the checkbox for each tag you want to merge.
  3. Select Actions on selected rows > Merge Tags.

  4. Enter the tag to merge other tags with.

  5. Click OK.

NOTE:
-Team tags cannot be merged with private tags and vice versa
-Tags can only be merged within the same Tag Group

Tag Group Overview

A tag group consists of one or more tags. It is typically used to organize different tags with similar use cases. The use of tag groups is optional.

Creating a Tag Group

Procedure:

  1. Navigate to Notebook Settings> Tag Manager
  2. Select Add Tag Group
  3. Give your tag group a name
  4. Select private or team access.
  5. Click Save.

NOTE: Tags added to a Tag Group will inherit the Tag Group Sharing Level.

Editing a Tag Group

Procedure:

  1. Navigate to Notebook > Configure Notebook >  Tag Manager.
  2. Select the Tag Group you would like to modify.
  3. Click the More button that appears.
  4. Select Edit tag group.
  5. Make the necessary changes.
  6. Click Save.

Please contact your Customer Success rep or message us via live support for additional clarification.

Updated on September 27, 2020

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