This article applies to the following permission levels: 

Key terms

Tag: Tags are labels you create to meaningfully group teams so that you can efficiently manage the content they have access to.

Overview

This article will show how you can manage tagged content including teams, project kits, and template variations. 

What are tags?

Access the tag management page

You can see a list of all active tags on the Tag Management page. To access this page, navigate to Users and Teams in the sidebar, then select the Tags tab.

Adding tags on teams, project kits or template variations 

Click on a tag to see options to add the tag to teams, project kits, or template variations.

If the tag you'd like to apply does not currently exist, you will need to create this tag on an individual resource first (for example, a team), and then navigate back the to tag management page to apply the tag to additional resources.

The ability to create a tag from the tag management page is coming soon. 

Adding tags to teams (manual selection)

1. Ensure you're in the Teams menu item. 
2. Click Add Teams to be taken to select which teams the tag should be applied to.
3.  Search for the team name or scroll to find the team you'd like to apply the tag to.
4.  Check the tick box next to the team name to select a team. Teams which already have the tag applied will be pre-selected.
   If you accidentally select the wrong team would like to remove a tag from a team, click on the checkbox again to unselect the team.
5. Click Save once you have selected all teams you'd like to apply the tag to. 

Adding tags to teams (upload list)

1. Ensure you're in the Teams menu item. 
2. Click the drop down arrow next to Add Teams and select Upload team list to upload a list of teams the tag should be applied to.
   
3. When entering team names, ensure the list has each team on a new line.
   
4. Click Save. 

Adding tags to project kits

1. Switch to the Project kits menu item.
   
2. Click Add project kits.
3.  Search for the project kit name or scroll to find the project kit you'd like to apply the tag to.
4. Check the tick box next to the team name to select a project kit. Project kits which already have the tag applied will be pre-selected.
   
   If you accidentally select the wrong project kit or would like to remove a tag from a project kit, click on the checkbox again to unselect that project kit.
5. Click Save.

Adding tags to template variations

1. Switch to the Template variations menu item.
   
2.  Click Add template variation.
3. Search for the template variation name or scroll to find the template variation you'd like to apply the tag to.
4. Check the tick box next to the team name to select a template variations. Template variations which already have the tag applied will be pre-selected.You can select the master template to automatically select all variations of that template.
   
   Alternatively, you can select specific template variations.
   
   If you accidentally select the wrong template variation or would like to remove a tag from a template variation, click on the checkbox again to unselect that template variation.
5. Click Save. 

Deleting a tag

Deleting a tag will remove it from all teams or content resources, and cannot be reversed. This will also remove any associated permissions. 

To delete a tag, find the tag you wish to delete on the tag management page, and open the action menu by clicking the three vertical dots at the end of the table row. Select Delete.

If you only need to delete a tag from a particular team, project kit, or template variation, you can do this on the settings for that resource. If you need to remove the tag from multiple items, you can do so by unselecting the resource when following the workflow to add a tag (as detailed above under 'Adding tags on teams, project kits or template variations').