Getting Started with Tag Assistant

Feature availability 🛈
⭕ Personal ✔️ Suite

Use Tag Assistant’s complete set of tools to build a new tagging system or enhance an existing one. While each feature can be used independently, the following steps outline the most straightforward workflow:

1. Start with predefined tag structures

• In the “Tags and Templates Panel,” browse predefined tag structures.

• Select tags based on your industry or project type, and adjust the detail level (Summary, Balanced, or Comprehensive) to control complexity.

• Click the white arrow button to add tags to the Preview Panel, where they can be reviewed and refined.

TIP: Use the “Comprehensive” detail level to maximize your chances of finding relevant tags during searches.

2. Apply icons and colors

• Use the “Custom Icons and Colors Panel” to assign unique icons and color codes to tags.
• Maintain consistency by applying similar visuals to related tags. For instance, assign the same color scheme to all project-related tags or unique icons to frequently used tags.
• Enable the “Apply to Subtags” option to apply changes to all subtags simultaneously.

3. Set your preferred language

• Select your preferred language from the dropdown in the “Tags and Templates” or “Icons and Colors” panels.
• All tag names, aliases, and icon metadata will adjust to the selected language, making it easier to find and organize tags.

NOTE: Changing the language doesn’t update tags already added to the Preview Panel.

4. Refine and finalize in the Preview Panel

• Use the Preview Panel to review and refine your tagging structure.
• You can adjust tag names, move or delete preview-mode tags, assign icons and colors, create new subtags, and add Tag Aliases.

• Use the “Undo,” “Redo,” and “Reset All Changes” commands to experiment without worry.

• When satisfied, click “Save” to apply changes to your tagging system.

NOTE: This action can’t be undone, so review it carefully before saving.