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How Do I Manage My Existing Tags?

Updated
 

Learn more: Check out our   Tagging Best Practices [PDF Infographic] for more tips on managing Tags (a Loopio login is required to access this link)

All your tags are stored in one location. To view all current Tags that exist in your Loopio instance, you can click the Library option in the top Navigation, and select Tags.

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Managing Your Existing Tags

Once you've accessed the Tags page, you will then be able to see all the existing tags, search and sort through them with the various sort options, as well as making edits, adding tags, deleting, or merging any of the current tags.

You can also filter your library search with tags by clicking on the number of entries for each tag and you can use the search bar on the top right of the page to filter through the list of tags. When you start typing into the search field, you will see a list of matching tags to choose from. 

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You can select up to 20 tags in a single search.

 

Permissions Required: Users will need Level 1, 2, or 3 access to any Stack to be able to perform certain functions, these include:

  • Users with Level 1 access can view & search the page for all the tags across the stack
  • Users with Level 2 access will have the ability to add new tags, as well as, edit tags and delete tags, only stacks they have edit access to
  • Users with Level 3 access will be able to perform bulk actions on the tag page. They will be able to delete, combine, tags across all stacks.

Bulk Managing Your Existing Tags

Combining Multiple Tags

You can combine multiple tags by selecting the appropriate tags in the table and clicking on the action menu on the top for the selected tags, then you will select the Combine Tags button. 

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When you click on this option, you will be asked to specify the name of the given tag.

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Once you combine the tags, all the library entries associated with any of the selected tags will be updated to the newly combined tag.

You can combine up to 20 tags at a time.

 

Note: The target name of the new combined tag can contain the name of any of the existing tags you have selected to combine, but cannot match the name of any other name in your tags list. The tag name cannot contain the following characters: < > ? ; : { } = ` ,"

 

Deleting Multiple Tags

You can select multiple tags from the list across pages to bulk delete. Once you’ve selected multiple tags, you can click on the Delete button on the menu above the table to delete the tags.

When you delete tags, you will see a list of all the tags that are set for deletion, as well as the number of library entries that contain that tag. Once you delete the tags, the tags will be removed from those library entries.

You can delete up to 100 tags at a time.

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