Classify the work across your business using team tags to enhance searchability, collaboration, and overall efficiency.
Improve discovery: Tags create a uniform language, making it easier for everyone to find threads and documents quickly.
Ensure collaboration: Shared tags ensure everyone is on the same page, facilitating better teamwork.
Better organization: Consistent tagging will help your business maintain an orderly and structured repository of work.
We recommend using team tags as a general classification mechanism, they gain extra power when used in concert with a more specific taxonomy of workspace tags. For example, team tags might be the Source of a document, or the Year End.
Configuring team tags
Your team owner or admin can configure team tags from the Settings > Tags screen. These are available for use by every team member.
Use the 'Add' button to create a new tag for the team.
By default the new tag will be a team tag, this can be switched to a private tag using the 'Type' selector.
Tag names can only include upper and lowercase letters, and cannot include symbols or special characters, similar to when using Twitter hashtags.
To create grouped tags you can use a single forward slash "/"
Tagging threads and documents for your team
Apply a tag to threads or documents using the plus button on the 'Relates To...' control.
Select the 'Tags' dropdown from the 'Relate To...' screen. Select your tag(s) from the team section of the list that appears. You can quickly filter the list using the 'search' field, and collapse other sections as needed.
You can add or remove tags on existing threads or documents by opening a thread for editing, or viewing the document details.
Applying tags to documents (via threads)
When you apply tags to your threads, we'll automatically add those tags to any documents related to the thread.
Filter threads and documents by team tag
To view threads or documents grouped by team tags navigate to the appropriate tab in the connection or project you are working on. Select the filters menu, followed by the 'Tags...' option.
You can filter by any tags related to the documents or threads in this view.
You will also find team tag filters are available in 'Assigned to me' and within 'Smart Views'
🪄 Tip: whenever you upload a document or create a thread within this filtered view it will automatically be 'related to' the connection and tags #WorkSmarter
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Learn other ways to organise and filter your threads in Workiro: