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How to Organize the Library with Tags
How to Organize the Library with Tags

Tags let you organize your library.

Sara Delgado avatar
Written by Sara Delgado
Updated over a week ago

Tags enable you to quickly organize your content across multiple categories. Use them to put your content into "buckets" by grouping them together under subjects such as menu specials, food safety, etc.. This allows you to use the search bar at the top of the dashboard to quickly access files by their tag or title.

Adding and Removing Tags

Under Modules, Courses, Resources, and Check-ins you'll have the option to add and remove tags by either:

  1. Clicking into any field under the Tags column

  2. Clicking into the thumbnail image under the Name column - a blue menu bar will appear with the options

In the Library, on the top left, you will see a button that says “Show: All tags”.

  • Filter by tag to see all content with that given tag. When switching between types of content, that tag will carry over.

  • Multiple tags can be added to a single piece of content!

Allow your trainees to organize their files in the app - here's how:

  1. From "Show: All tags", hover over the tag that needs to be edited.

  2. Click the three dots to the right of the tag to edit the name of the tag.

  3. Click “visible to employees”

Deleting Tags

  1. Click into the Tags Field.

  2. Hover over the tag and click the ellipses to the right.

  3. Select Delete.

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