Tags are great when searching for content in your Loopio Library. Tags can be used as both a filter or a keyword when searching the Library for specific content, ensuring that you are able to find accurate results, fast.
How Do I Add Tags To My Entries?
The general way to add tags to your entries would be to edit the entry and scroll down to the bottom of that edit page where you can select, or search Tags from a list.
You can add tags to an entry by directly editing it in the Library while working on entries from Reviews from Projects, Library Review Cycles, and bulk importing via the Loopio Excel Template.
Searching Tags As A Filter
You will find the Tags search filter on the left sidebar with the other search filters. Rather than selecting from a list, Tags have their own dedicated search bar, helping to make searches more flexible and accurate. Enter your Tags here to browse your Library for any content that currently contains the specified Tags.
Note: By default, Tags use “AND logic”. This means if you filter with multiple Tags, your search will return only Entries that have been tagged with All the selected Tags. More Tags will narrow down your search!
This default behavior can be adjusted to consider Any matching Tags or None (exclude matching Tags) using the Match dropdown:
Making use of Tags allows you to narrow in on Entries that can be used for specific geographic areas, use cases, areas of your product, or anything else that doesn't neatly fit into a Stack or Category without affecting the relevancy of your results.
Searching Tags As A Keyword
Tags can also be matched on Keywords that are included from on what you've typed out in the search bar when searching the Library. This can be adjusted by toggling on/off Tags under the Search Within filter setting.
Managing Your Existing Tags
To view all current Tags that exist in your Loopio instance, you can click the Library option in the top Navigation, and select Tags.
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.
You can select up to 20 tags in a single search.
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.
When you click on this option, you will be asked to specify the name of the given tag.
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.