Tag Management¶
Create and manage tags to organize questions.
Tags Overview¶
Tags help: - Categorize questions by topic - Filter questions in search - Group related questions - Track trending topics
Create Tag¶
- Admin → Tags
- Click "Create Tag"
- Enter:
- Name: Tag name (e.g., "Benefits")
- Color: Visual identifier (optional)
- Click "Create"
Tag naming: - Keep short (1-2 words) - Use clear, common terms - Avoid abbreviations - Use singular form (e.g., "Benefit" not "Benefits")
Edit Tag¶
- Admin → Tags
- Click tag name
- Update name or color
- Save
Note: Renaming updates all tagged questions.
Delete Tag¶
- Admin → Tags
- Click tag
- Click "Delete"
- Confirm
Effect: Removes tag from all questions (questions remain).
Tag Usage¶
Apply Tags¶
Moderators and admins can tag questions:
- View question
- Click "Tag" button
- Select existing tags or create new
- Save
Bulk Tagging¶
- Moderation Queue
- Select multiple questions
- Click "Tag"
- Select tags
- Apply
Auto-Tagging¶
Presentation mode includes auto-tagging workflow:
- View question in presentation mode
- Press
Tto tag - Select tags
- Question auto-tagged and moved to next
See Moderator Guide.
Tag Analytics¶
View tag statistics:
- Admin → Tags
Shows per tag: - Question count - Last used date - Most active team
Tag Strategy¶
Recommended Tags¶
Product/Feature: - Product - Feature Request - Bug Report
Topics: - Benefits - Career - Culture - Policy - Technology - Process
Event-Specific: - All Hands Q4 2025 - Town Hall January
Urgency: - Urgent - Follow-up Required
Tag Taxonomy¶
Keep it simple: - 10-20 tags max - Clear, non-overlapping categories - Review and consolidate quarterly
Tag Consistency¶
Enforce Standards¶
- Naming convention: Document approved tags
- Training: Educate moderators on tag usage
- Cleanup: Merge duplicate/similar tags regularly
Merge Tags¶
To consolidate tags: 1. Create preferred tag (if doesn't exist) 2. Bulk retag questions from old tag to new tag 3. Delete old tag
Example: Merge "Compensation" and "Pay" → "Compensation"
Tag Permissions¶
Can create tags: - Moderators (when tagging questions) - Admins - Owners
Can manage tags (edit/delete): - Admins - Owners
Common Tasks¶
Clean Up Unused Tags¶
- Admin → Tags
- Sort by "Question Count"
- Delete tags with 0 questions
Rename Tag¶
- Admin → Tags → [Tag Name]
- Edit name
- Save
All questions update automatically.
Seasonal Tag Cleanup¶
After events: 1. Review event-specific tags 2. Keep if useful for reference 3. Delete if no longer relevant
Best Practices¶
- Consistency: Use same tags across teams
- Clarity: Avoid ambiguous tag names
- Maintenance: Review tags quarterly
- Documentation: Maintain list of approved tags
- Training: Educate moderators on tagging
Troubleshooting¶
Cannot Delete Tag¶
Reasons: - Tag is in use (shows question count) - Solution: Retag questions, then delete
Tag Not Appearing¶
Check: - Tag was created successfully - Refresh page - Check spelling
Duplicate Tags¶
Fix: 1. Decide which tag to keep 2. Retag all questions 3. Delete duplicate
Related Documentation¶
- Moderator Guide - How to tag questions
- User Guide - Search by tags