Skip to main content

Organizing Tags

As your tag collection grows, staying organized becomes essential. tagd-ai offers multiple ways to keep your tags in order.

Folders​

Creating Folders​

  1. Click + New Folder in the sidebar
  2. Enter a folder name
  3. Press Enter or click outside to save

Moving Tags to Folders​

Drag and Drop:

  1. Click and hold a tag in the dashboard
  2. Drag it over a folder in the sidebar
  3. Release to move

From Tag Menu:

  1. Open a tag
  2. Click ⋮ → Move to Folder
  3. Select the destination folder

Bulk Move:

  1. Select multiple tags (Ctrl/Cmd + click)
  2. Click Bulk Actions → Move to Folder
  3. Choose the destination

Folder Operations​

  • Rename: Right-click folder → Rename
  • Delete: Right-click folder → Delete (tags move to root)
  • Reorder: Drag folders to rearrange in sidebar

Nested Folders​

Create hierarchy with nested folders:

  1. Drag a folder onto another folder
  2. It becomes a subfolder
  3. Nest up to 3 levels deep

Pinning Tags​

Mark important tags for quick access:

Pin a Tag​

  • Click the pin icon on any tag
  • Pinned tags appear at the top of your dashboard

Unpin​

  • Click the pin icon again to remove
  • Tags return to their normal position

Hashtags​

Use hashtags within content for flexible categorization:

Adding Hashtags​

Type hashtags directly in your content:

This equipment is #maintenance-required
Located in #warehouse-a #zone-3

Filtering by Hashtag​

  1. Click on any hashtag in content
  2. Or use the search bar: #hashtag-name
  3. All tags containing that hashtag appear

Hashtag Best Practices​

  • Use lowercase with hyphens: #asset-tracking
  • Keep them short and memorable
  • Create a standard set for your organization
  • Add hashtags at the end of content

Search and Filter​

  1. Click the search bar or press /
  2. Type your search term
  3. Results filter in real-time

Use operators for precise results:

OperatorExampleDescription
title:title:laptopSearch only titles
##maintenanceSearch hashtags
folder:folder:EquipmentSearch in folder
before:before:2024-01-01Created before date
after:after:2024-01-01Created after date

Filters​

Click Filter next to search for quick filters:

  • My Tags - Tags you own
  • Shared with Me - Tags shared by others
  • Public - All public tags
  • Recent - Recently accessed

Sorting Options​

Sort By​

  • Created (newest/oldest)
  • Updated (newest/oldest)
  • Title (A-Z, Z-A)
  • Views (most/least)

Change Sort Order​

  1. Click Sort in the dashboard toolbar
  2. Select your preferred sort
  3. Click again to reverse order

Views​

Grid View​

Default card-based layout:

  • Visual preview of content
  • Quick scan of many tags
  • Best for visual content

List View​

Compact detailed list:

  • More tags visible at once
  • Shows metadata columns
  • Best for text-heavy tags

Map View​

Geographic visualization:

  • Shows tags with location data
  • Click markers to preview
  • Filter by visible area

Switch views using the icons in the dashboard toolbar.

Bulk Operations​

Manage multiple tags at once:

Select Multiple Tags​

  • Click checkboxes on each tag
  • Or Ctrl/Cmd + click to select
  • Or Shift + click for range

Available Bulk Actions​

  • Move - Move to folder
  • Delete - Delete selected tags
  • Permissions - Update permissions
  • Export - Download tag data

Archive vs Delete​

Archiving​

Hide tags without deleting:

  1. Select tags
  2. Click ⋮ → Archive
  3. Tags move to Archive section
  4. Restore anytime

Deleting​

Permanently remove tags:

  1. Select tags
  2. Click ⋮ → Delete
  3. Confirm deletion
  4. QR codes stop working
Deleted Tags

Deleted tags cannot be recovered. Their QR codes will show a "not found" message.

Organization Tips​

Project-Based Structure​

📁 Projects
  📁 Website Redesign
    Tag: Homepage assets
    Tag: Staging server info
  📁 Q4 Campaign
    Tag: Event materials
    Tag: Sponsor info

Location-Based Structure​

📁 Warehouse A
  📁 Zone 1
  📁 Zone 2
📁 Warehouse B
  📁 Zone 1
  📁 Zone 2

Asset-Type Structure​

📁 Equipment
📁 Documents
📁 Contacts
📁 Locations

Cleaning Up​

Find Unused Tags​

  1. Sort by "Last Viewed"
  2. Oldest views are rarely accessed
  3. Consider archiving or deleting

Find Large Tags​

  1. Go to Settings → Storage
  2. View tags by size
  3. Optimize or remove large files

Review Sharing​

  1. Go to Settings → Sharing
  2. Review all shared tags
  3. Remove outdated shares

Next Steps​