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How-to

Organize prompts and keywords with tags

Create, edit, and delete tags, then use them to group and filter prompts and keywords.

Tags are your own labels. Create a tag to organize and filter prompts and keywords — for example per campaign, product line, or market. Tags are part of the project configuration your team manages itself; team membership, for Team Admins, is the other.

Open the Tags page

Section titled “Open the Tags page”
  1. Select Settings in the navigation rail.
  2. Open the Tags tab.

The table lists every tag with its colour and how many prompts and keywords use it. If the project has none, you see “No tags yet”.

Create a tag

Section titled “Create a tag”

Team Admin and Team Member only.

  1. Select New tag.
  2. Type a name. A name is at most 100 characters and must be unique within the project.
  3. Pick a colour from the palette. One is pre-selected at random.
  4. Optionally, under Keywords and prompts, tick the keywords and prompts the tag should hold. Switch between keywords and prompts, and use the search to find an item.
  5. Select Add tag.

Edit a tag

Section titled “Edit a tag”

Team Admin and Team Member only.

  1. In the Actions column of the tag’s row, select the pencil icon, Edit tag.
  2. Change the name or the colour.
  3. Under Keywords and prompts, tick or untick the keywords and prompts the tag holds. The items the tag already holds are listed first.
  4. Select Save.

Delete a tag

Section titled “Delete a tag”

Team Admin and Team Member only.

  1. In the Actions column of the tag’s row, select the bin icon, Delete tag.
  2. Confirm in the Delete tag? dialog.

Assign a tag

Section titled “Assign a tag”

Team Admin, Team Member, and Contributor.

  • Prompts — open Prompts → Prompts and select the tag icon, Assign tags, on a prompt’s row.
  • Keywords — open Keywords → Keywords and select the tag icon, Assign tags, on a keyword’s row.

The Tags list opens. Select a tag to add it; select it again to remove it. If the project has no tags yet, the list says “No tags available. Create them in the Tags tab.”

You can also assign a tag from the tag’s own dialog on the Tags page; see Edit a tag.

Assign or remove a tag for many items at once

Section titled “Assign or remove a tag for many items at once”

Team Admin, Team Member, and Contributor.

  1. On Prompts → Prompts or Keywords → Keywords, tick the checkbox of each row you want to change. The checkbox in the table header selects every row.
  2. In the bar that shows how many items are selected, select Assign tag or Remove tag.
  3. For Assign tag, type in Find a tag and select a tag. A Team Admin or Team Member can also type a new name and select Create tag “name” to create the tag and assign it in one step.
  4. For Remove tag, select one of the tags the selected items hold.

A message confirms how many prompts or keywords changed, for example “Tag added to 3 keywords”.

Tags apply to prompts and keywords only. There is no tagging for brands, social posts, insights, or websites.

Filter by tag

Section titled “Filter by tag”

The Tags filter is available on every tab of Prompts (Overview, Prompts, and Answers) and Keywords (Overview, Strategy, and Keywords). It appears once the project has at least one tag. Your selection is kept in the page URL, so a filtered view can be shared or bookmarked.

Section titled “Related”