Creating and Using Tags

Create and use Tags for project management

Written by Annie Gaston

Last published: October 15th, 2025

Tags are a type of Profile that can be thought of as searchable and trackable “Post-It notes” that you can attach to your Entries. Tags can be used across multiple Entries, and Entries can have multiple Tags. Tags exist in the upper-right corner of your Entries, so they are "outside" of the rest of the data pertaining to the Entry. Some possible use-cases for Tags are:

  • Indicating the status of an Entry. 
    • Use broad tags, like “Incomplete" or “In Review”, or specific tags, like “Add photos”, “Missing dimensions”, or “Needs ‘Related Publications’”.
  • Establishing workflows.
    • “Assign” Entries to a team-member for work. Create Tags with the names of your team-members, or create Tags with department names, like “Archives Team”, “Collections Team”, or “Registrars Team”.

To create a Tag while editing or creating an Entry:

  • Select the "tags..." icon in the upper-right corner.
  • Click the + button in the Edit Tags popup screen.
  • Give your Tag a name and an optional description.
  • Click Create.

Once you've created your Tags, they will be available to use when you are creating or editing your Entries!

Video Resource - Creating and Using Tags