How tagging works

Why Tag Entries?

When analyzing your data, you may choose to tag your entries. Tags are labels for identifying themes and/or keywords that are relevant to your project. These tags are shared across your team but are not viewable by scouts. They're super handy for analysis as you're able to sort entries using the "tags" filter. 

The way you build a tag list and sort your data using filters will be different for every project. In the mission below, tags have been organized into 5 different tag groups (action, cash flow, goal, tool, & ungrouped) to help keep everything organized.

PRO TIP: It's REALLY important to read through some entries and get a lay of the land before starting to add tags, as well as to have one person on your team set up the tag structure to avoid duplicate tags and general tag overload. For exhaustive instructions on how to do this, take a look at Tutorial 5: Analysing Your Data.

Tagging Entries

When viewing an entry, you'll see a tagging tab on the right side of the screen. Here you can add new tags or select from an existing tag list. To create a tag group, click the gear icon that appears next to a tag when you roll over it.

Editing and Deleting tags

To edit a tag across all entries in your mission, click the gear icon next to the tag to bring up the tag preferences window. To delete a tag from an individual entry, just uncheck it while viewing the entry. To delete a tag across all entries in your mission, click the gear next to the tag and then the red trash can at the bottom left. 

Using Auto-Tags

Auto-tags are tags associated with keywords you’ve chosen. Any entry with that keyword in your mission will automatically have the tag applied to it. To make any tag an auto-tag, first create the tag, then roll over it and click on the gear icon. You can then input a list of keywords separated by commas. 
When you create an auto-tag, any existing entry with the corresponding keywords will be tagged, as well as any new entries that come into the mission later. If you edit the auto-tag by adding or removing keywords, entries will automatically be updated to add or remove the auto-tag as well.

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