What are item tags?

Item tags are used for filtering down to show groups of items that fit specific conditions, scenarios or themes within your story. Tags allow you to filter items that belong in one or more sets, like in a Venn diagram.

When to use tags

Often items can belong to multiple groups. For example the products (items) in a story may relate to different combinations of markets such as UK, USA, Australia, Germany and so on. As there are a large potential number of markets it is not practical to create separate attributes for each. This is a situation in which tags are perfect. However note that tags cannot be used as the axes of plots so where there is a choice to use attributes or tags, you would normally choose attributes.

Create and manage tags

Tags can be created and edited here in the story set-up. They can also be created when you paste data (which includes a tags column) into the data grid or when editing any item through the Edit item properties panel.

Saving your changes

Save the changes you have made to any of the settings within the Story set-up screens with the OK button or cancel all changes. To undo the set of changes click the undo button on the toolbar.

What can I do in this screen?

  • Add (type or paste), delete or rename tags
  • Assign tags to Tag groups to allow control over which tags are available to filter by on different views.