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Tags Overview

Learn how Tags organize your Library, so you and your team can find content fast.

Written by Ben Brunken

Tags group your content into topics such as menu specials or food safety, so you and your team can find it fast in the Library.

Table of Contents:


Pinned and Filterable in App Tags

Pin your most-used tags to make them shortcuts at the top of the Library in the Opus Training app and in your team's Library on the web. You can pin up to 8 tags at a time.

Tags that are Filterable in app let Trainees filter the Library to find what they need. In the app, tags that aren't pinned appear when a Trainee taps Show more.

If a tag isn't Filterable in app, only Admins and Managers whose Role includes the Manage Library permission can see it. The rest of your team won't see it in tag filters or on tagged content, in the dashboard or the app. This makes it a good option for internal labels.

💡 No pinned tags: If you don't pin any tags, Opus shows tags in order of how much content uses them.


Managing Tags

Go to Settings > Tags in the dashboard. Each row shows how many Modules, Courses, Check-ins and Resources use the tag; click a count to open the Library filtered by that tag.

  • Create a tag: Click New Tag in the top right corner. New tags are filterable in app by default.

  • Pin a tag or make it filterable: Check its box in the Pin or Filterable in app column.

  • Edit or delete a tag: Click the three dots at the end of the row, then Edit Tag or Delete Tag.

  • Change several tags at once: Check the tags, then use the bar that appears to change Filterable in app or delete them.

Creating, editing and deleting tags requires the Manage Library permission.


Adding and Removing Tags

Add tags to content in Training > Library. You can add more than one tag to an item.

  • One item: Click the item's cell in the Tags column, then check or uncheck tags.

  • Several items: Check the items, then use the tag options in the bar that appears to add or remove tags on all of them.

  • From an item's page: Use the Tags row on the item's Overview tab.

To filter the Library by tag, click Tags above the table and choose one or more tags.

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