Tag Categories
What is a Tag Category?
A Tag Category is a group of Tags.
Tag Categories List
Where can find the Tag Categories List?
To display the Tag Categories list, go to the navigation menu located at the left of the Workspace, click on the "Catalog Management" icon, browse to the "Properties" section, and click on the "Tag Categories" list.
The Tag Categories List displays several columns by default, including:
| Column Name | Instructions |
|---|---|
| Name | The Name of the Tag Category |
| Type | The Type of the Tag Category |
| Creation Date | The Creation Date of the Tag Category |
You can add or remove additional columns using the optional Custom Columns feature.
Adding a Tag Category
Good to know
Generally, there is no need to add Tag Categories manually as they are usually created on the fly when adding Assets and Items. If necessary, it is nevertheless possible to add Tags by following the steps below.
To add a Tag Category, go to the navigation menu located at the left of the Workspace, click on the "Catalog Management" icon, browse to the "Properties" section, and click on the "Tag Categories" list.
At the top right of the list, click the orange "New Tag" button.
A pop-up window will open to enter the necessary data for the new Tag Category:
| Fields | Instructions |
|---|---|
| Name * | Enter the Tag Category's Name |
Once filled in, to save the new Tag Category, click on the orange "Save" button at the bottom right of the pop-up window. The new Tag will be displayed in the "Tag Categories" list.
Click the grey "Cancel" button to cancel the action.
Editing Tag Categories
To edit Tag Categories, go to the navigation menu located at the left of the Workspace, click on the "Catalog Management" icon, browse to the "Properties" section, and click on the "Tag Categories" list.
Select one or more Tag Categories in the list, right-click (or, when hovering over the Tag Categories, click on the three dots on the right side), and then click on the "Edit" action in the opened contextual menu.
This will open a pop-up window at the right of the Workspace to mass edit the selected Tag Categories' metadata. Please visit the Mass Edit article to learn more about this feature.
To save, click the orange "Save" button at the bottom right of the pop-up window.
Click the grey "Cancel" button to cancel the action.
Deleting Tag Categories
To delete Tag Categories, go to the navigation menu located at the left of the Workspace, click on the "Catalog Management" icon, browse to the "Properties" section, and click on the "Tag Categories" list.
Select one or more Tag Categories in the list, right-click (or, when hovering over the Tag Categories, click on the three dots on the right side), and then click on the "Delete" action in the opened contextual menu.
This will open a pop-up browser alert at the top of the Workspace.
To stop the action, click the "Cancel" button.
Click on the "OK" button to confirm the deletion.
Updated almost 2 years ago