Using Tags

Tags help you organize work, track progress, and establish workflows across your collection.

A Tag can be applied to multiple Entries, and an Entry can have multiple Tags. Tags are managed separately from the rest of an Entry's data and can be found in the upper-right corner of an Entry.

Common Uses for Tags

Tracking Entry Status

Use Tags to indicate the status of an Entry, such as:

• Incomplete
• In Review
• Add Photos
• Missing Dimensions
• Needs Related Publications

Managing Workflows

Use Tags to assign work to team members or departments, such as:

• Archives Team
• Collections Team
• Registrars Team

Creating a Tag

Follow these steps to create a new Tag:

1. Open an Entry
2. Click the Edit Pencil in the upper right-hand corner
3. Click the Tags icon in the upper-right corner.
4. In the Assign Tags window, click the + button.
5. Enter a name for the Tag.
6. Optionally, enter a description.
7. Click Create.

The Tag is now available to apply to this Entry and any other Entry in your account.

You can also create a Tag from your Profiles page:

1. Open the Main Menu.
2. Choose Profiles.
3. Search for or select Tags.
4. Click the plus sign (+) in the upper right-hand corner .
5. Enter a name for the Tag.
6. Optionally, enter a description.
7. Click Create.

Video Resource - Creating and Using Tags