Item tags are useful 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, and can be mutually non-exclusive, unlike attributes.

For example, a tag group such as Market, which refers to a specific market that a Project/Program/Product is aligned to. In this instance, the choices could be UK, EU, US, AUS, RoW for example. There may be items that sit in more than one of those options. This is where tags are really powerful and can perform functions that attributes can’t.

A major difference between Tags and Attributes is that Tags cannot be set as a View Axis. This is because the number of different combinations of tags that exist is endless.

Creating Tags

Tags can be created either within the story directly or when importing data into the story. This knowledge base article will just cover the manual creation, for further information on importing data from external sources, visit the Knowledge Base article called: Importing Items from Excel.

There are 3 ways of adding tags in the story directly:

  1. Via the Story Setup Menu
  2. Using the Edit Panel
  3. In the Tags Item Panel.

Creating Tags in the Story Setup Menu

Item tags can be created by simply:

  1. Navigate to the Story Setup.
  2. Go to the Items Tab.
  3. Proceed to the Tags sub-tab.
  4. Type the name of the new tag to be created and select “+”, for the tag to be created.

This can be seen here:

 Creating Tags in the Edit Panel

When an item is selected, using the Edit panel allows a lot of control on the data and properties of that item. Tags can be created directly in the edit panel by:

  1. Opening the Edit Panel when an item is selected.
  2. Navigating to the Tags sub-tab
  3. Typing the name of the new tag to created and selecting “Add”.

This will generate a new tag, which will also be reflected in the Story Setup. This process is highlighted here:

Creating Tags in the Tags Item Panel

The last place tags can be created directly within the story is when the item is open itself. By default, all items start with a tags panel. It is on this panel that Tags can be created by simply:

  1. Opening the Item that the Tag is going to be added to.
  2. Navigating to the Tags Panel.
  3. Selecting the “Edit Pencil” in the corner of the panel.
  4. Typing in the “Search” box a new tag that needs to be created and selecting “Add” to create the tag.

This can be seen here:

Deleting Tags

Deleting Tags can only be accomplished in the Story Setup dialog, by performing the following steps:

  1. Navigate to the Story Setup.
  2. Access the Tags sub-tab, found in the Items Tab.
  3. Selecting the tag that is to be deleted.
  4. Select “Delete”.

This can be highlighted here:

Tag Groups

As tags are a flexible way of enhancing your data, your story may end up containing many tags related to different subjects or characteristics. So, you can use tag groups to group sets of tags together so you can control which ones are available to filter by on different views.

In story setup you can assign tags to tag groups. You can then choose which groups of tags to display within the interactive filters of any view, and also which tags appear on the tags item panel.

To assign a tag to a group, follow these instructions:

  1. Go to the Story Setup
  2. Navigate to the Tags sub-tab via the Items Tab.
  3. Enter the Tag group name in-line with the Tag by simply double clicking on the field of “Tag Group” and providing a group name.

This is highlighted below:

Tag groups also have an impact on how they appear in Interactive Filters and Panels. When selecting “Item Tags” to be displayed in the interactive filter, groups of tags can be visible/hidden, allowing more control on what to display to the audience. The same principle applies to the Item Tag Panel.