The platform allows you to tag articles, clauses and sections for various workflows, from publishing work packages to reporting on fire critical items and contractor actions. These user-defined tags can serve any purpose you need, giving you the power to customize your workflow.
This article explains how to add tags to your specifications.
Please note: 'Tags' are available with 'Premium'.
Adding tags
To add a tag, click the pencil icon, enter your tag label into the ‘Tags’ field, and press the ‘Enter’ key. Your tag will turn into a solid chip. Save your changes. Each tag will display a 'X' to remove it.
To add multiple tags, press the 'Enter', ‘Comma’ or 'Tab' keys after each tag to turn it into a solid chip and enter the following tag.
A screenshot showing the solid chip and an 'X'icon indicates the tag has been added.
- Tags are user-defined text labels that can be added to whole articles, clauses, and sections.
- Tags cannot be added to clause rows or article paragraphs, only whole items.
- To add or remove tags, you must have ‘Contributor’ permission (or above) to the specification.
- 'Readers' and 'Designers' cannot add and remove tags.
- To add a tag to a parked article or clause, first, unpark the item so that the pencil icon appears.
- To add a tag to a completed (green tick) article or clause, mark the item as incomplete to show the pencil icon.
Top tip: Try to follow a consistent naming convention for your tags. This will make selecting them from the ‘Tags’ menu easier. See ‘Use cases for tags’.
This is a screen capture showing adding a tag via the pencil icon. To add a tag, you should unpark and mark completed items as incomplete.
Suggested tags already used in this specification
Once you add and save, a tag will appear in the tag suggestions menu against other items within the same specification.
Please note: Tags from different specifications are not suggested. This means a tag entered into, for example, Spec A is not suggested in Spec B. However, tags are copied with specification content. Please see Copying tags.
This screenshot shows the tags suggestions drop-down menu, which displays tags already added to articles, clauses and sections in the same specification.