Tutorial 006: Tagging

Very organized

Tagging allows you to organize things your way. Simple? Complex? It’s all up to you.

What is a tag?

A tag looks like #this. It’s like a label: it is used to track organizing assignments.

Workspaces and categories are special tags that allow you to create views in Consol.

For example, suppose you are working on several projects. To stay organized, you create a workspace called “Projects” and in that workspace you list all your projects as categories, namely “Alpha” and “Beta.”

For those projects you have plenty of information and notes that need to stay separated (in their categories), but you have a contact that is valuable for both projects. Instead of searching elswhere for the contact information, you can assign it to both categories. This way, all of the information you need can be found in either place.

Note: content assigned to a category will appear in that category if it has also been assigned to the category’s parent workspace. Do you remember the example from Tutorial 1: Workspaces and categories?

The “Example Note” above does not appear in the second sample. Why? It has been tagged to the “Done” category, but it has not yet been tagged to the “Theta” workspace. For it to appear in the “Done” category of the “Theta” workspace, in addition to the “Done” category of the “Omega” workspace, then it must also be tagged with “Theta.”

Although this may seem a bit complex, this system allows you to have categories with identical names in different workspaces displaying different content, or the same content, if you wish.

If you want to move an item out of one workspace or category and into another, simply change the tag assignments of the item by adding the new workspace or category tag and deleting the old one(s).

If you remove all of the workspace tags from an item, it will not be deleted, but will instead appear in the “Archive” default workspace.

The tag field

As shown in Tutorial 3: Content types, the content pageview will include a tag field. Its location will depend upon the width of your browser. In wider browser windows it will display on the right.

In narrower browser windows it will display under the content’s body.

With this field you can quickly see which workspaces and categories you have assigned an item to.

Workspace tags are signified by a dark blue background and category tags are signified by a light blue background. (If an item appears in the Inbox—the top default workspace, it will also show a special green tag.)

The tag field is where you will add or remove workspace and category assignments. To add an assignment, type the name of the workspace or category in the input field and select the correct tag name or hit enter if your spelling is correct.

You may add multiple tags at once by including the hashtag (i.e., the pound symbol, #) before each tag name and separating each tag with a space.

To remove an assignment, click the “×” on the assigned tag.

Standard tags

You may even add standard tags that do not correspond to a workspace or category. These tags allow you refine the organization of your content further without creating more workspaces or categories. Standard tags appear in white.

To create a standard tag, give a tag a name that does not exist as a workspace or category. The example above uses the label “special.” This can be used to link content together that might be spread across your workspaces and categories: more about this in the next section! Note: you can even upgrade a standard tag into a workspace or category by simply creating a workspace or category with the same name as a standard tag (the workspace and category uniqueness and combination rules still apply). If you do this, the tagged items will immediately appear in that workspace or category!

Search by tag

Clicking on the actual text of the tag itself will display all of the content with that tag in the list view, regardless of the other tag assignments an item may have. This works for workspaces, categories, and standard tags. The list view is explained later in Tutorial 9: List view.

Searching for a tag will replicate the same functionality as clicking on the tag text. (The search bar will be fully covered in Tutorial 8: Searching.)

Be sure to start the tag name with the “#” sign.

The list view will show the results.

Tag editing

When you click on a tag, an editing field will appear below the content creator.

This is where you can change the name of a tag. To begin, click the input field.

Here, the tag name can be changed to anything that does not already exist as a tag. To finish, click the “Done” button or press enter.

Editing a tag is powerful, because the edit is universal. The tag name is changed as to each item assigned to it. If you edit a workspace or category tag, then the workspace or category is renamed.

Once again, to rename a workspace or category, find the tag on any item, click on its text, and edit the tag name under the content creator. (In a future update, we will allow editing the names of workspaces and categories inline from their respective columns.)

Multi-tagging

Want to add/remove a tag to multiple items at the same time? Start by selecting the content with the checkboxes in the list view.

Next, click on the “Tag” button above the content creator.

This brings up the mulit-tagging interface, which looks like this:

The interface has three sections. The first displays the number of items that you have selected and the “×” button for closing the multi-tagging interface.

The second contains the input field for typing and adding tags.

Any tags added here will be added to all of the selected items.

The third displays the various tags that already exist on the selected items and the number of items assigned to those tags (the number is shown on the body of each tag).

If you click the “×” button on a tag in this interface, it will be removed from the selected items.

The Tag List

After a while you will have used a lot of tags. To review all of your tags or to delete a tag entirely, go to the settings page, which is accessed by clicking on your email address.

Then click on “Tag List.”

This displays an alpha-numeric list of your tags. Your list could look like this:

The buttons at the top of the tag list will navigate you in the Tag List to the tags corresponding to that letter. These will become more useful as your Tag List grows.

All of these tags can be clicked to produce a list of items assigned to the tag.

If you want to delete a tag, click the “X.”

Warning: deleting a tag from the tag list will remove it completely from Consol. It will not remain on any of your content. If it is a workspace or category tag, that workspace or category will be removed. The content in the workspace or category will not be deleted. If you remove a workspace tag the assigned content may be moved to the “Archive” default workspace (if it has no other workspace assignments). If you remove a category tag the assigned content may be moved to the “All” category within the same workspace (if it has no other category assignments).

Truly, Welcome!

We’ve been waiting for you to understand tagging before explaining the information in the next tutorial so that you would have appropriate organizational context. But now that you’ve seen tagging: welcome to your organization environment! Do as you see fit.

Next is Tutorial 7: Default workspaces, where you will learn the core of Consol’s utility.