Using team tags

Classify the work across your business using team tags enhancing searchability, collaboration, and overall efficiency.

1. Improve search: Tags create a uniform language, making it easier for everyone to find threads and documents quickly.
2. Enhance collaboration: Shared tags ensure everyone is on the same page, facilitating better teamwork.
3. Increase efficiency: Time saved in searching and organizing documents leads to higher productivity.
4. Better organization: Consistent tagging will help maintain an orderly and structured work repository.

Configuring team tags

Your team owner 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' tab from the Add Relationship screen. Select your tag(s) from the list that appears. 

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

The simplest way to view threads or documents grouped by team tag is to navigate to a connection's 'Overview' tab. From here make sure you switch to the 'Team' view of the connection so you can see all team visible threads or documents, then select the Tag you wish to filter by. 

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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Example tags and templates

Learn other ways to organise and filter your threads in Workiro:

• Private tags
• Team projects
• Smart views
• Re-order tasks
• The power of pause
• What is Assigned to me?
• What is Catch-Up?