Tag management

Use these steps to manage tags in EnjoyHQ.

This article applies to: EnjoyHQ

 

On this page:

• About tag management
• Rename tags
• Merge tags
• Remove tags
• Hide imported tags
• Leverage hidden imported tags in Rules

 

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About tag management

• Tags for a workspace can be managed in the Tags section of the Settings menu.
• The Tags manager allows tags to be renamed, edited, merged, or hidden.
• In addition, this table displays the total number of Documents and Highlights a tag is applied to.
  

 

To access the Tag Manager, follow these steps:

1. Click your initials at the bottom left to open the menu options.
2. Under Research Ops, select Tags.
   

 

 

Rename tags

1. Click your initials at the bottom left to open the menu options.
2. Under Research Ops, select Tags.
3. Find the tag you'd like to rename.
4. Under Actions, click Edit Tag.
   
   
   
5. Enter the new tag name in the New Name box.
   
6. Click Update.

 

 

Merge tags

1. Click your initials at the bottom left to open the menu options.
2. Under Research Ops, select Tags.
3. Find and check the box next to the tags you'd like to merge.
   
   
   
4. Click Merge.
   

 

 

Remove tags

1. Click your initials at the bottom left to open the menu options.
2. Under Research Ops, select Tags.
3. Find and check the box next to the tag(s) you'd like to remove.
   
   
   
4. Click Remove.
   

 

 

Hide imported tags

• Only Tags imported from other integrations can be hidden.
• While imported tags cannot be fully removed, they can be hidden via the Hide Tag function to control their visibility within the workspace.
  For example, your integrated customer support ticketing system may have its own taxonomy that works for customer support but may include extraneous elements not relevant to your EnjoyHQ taxonomy.
• When tags coming in from integrations are hidden, these imported tags will not be visible in Documents, Highlights, Charts, and search filters.

To hide imported tags, follow these steps:

1. Click your initials at the bottom left to open the menu options.
2. Under Research Ops, select Tags.
3. Click the View dropdown and select Imported Tags (From Integrations).
   
   
   
4. Select Hide Tag for the tag you'd like to hide.
   

 

 

Leverage hidden imported tags in Rules

• Even after being hidden, automation Rules can still leverage hidden imported tags in their scoping queries.
• This allows EnjoyHQ tags or properties to be applied to imported content without polluting your EnjoyHQ taxonomy with redundant or unneeded classifications.

 

 

Related content

Want to learn more? Check out these Knowledge Base articles...  Label management Property Management	Interested in growing your skills? Check out our University courses... Classify, organize, and analyze data Create and manage your taxonomy
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