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Tags & Categories

Organize and find content faster with tags.


What Are Tags?

Tags are labels you can apply to pages for:

  • 📂 Categorization: Group related content
  • 🔍 Finding: Search and filter
  • 🏷️ Context: Quick visual indicators
  • 🔗 Relationships: Connect across hierarchy

Think of tags like:

  • Gmail labels
  • Twitter hashtags
  • File tags in macOS/Windows
  • Categories in WordPress

Tag Basics

What Tags Look Like

Tags appear as small colored chips below the page title:

[Project] [High Priority] [Q4-2024]

Features:

  • Compact, colored badges
  • X button to remove
  • Multiple tags per page
  • Auto-complete for existing tags

Creating Tags

Tags are created automatically when you type them:

  1. Go to a page
  2. Find tag input (below title, in Edit or Read mode)
  3. Click the input field
  4. Type tag name
  5. Press Enter
  6. Tag created and applied!

That's it - no separate "create tag" step needed.


Adding Tags to Pages

Method 1: Type New Tag

  1. Click in tag input field
  2. Type tag name (e.g., "urgent")
  3. Press Enter
  4. Tag appears as chip

Method 2: Select Existing Tag

  1. Click in tag input field
  2. Start typing
  3. Autocomplete dropdown appears
  4. Shows matching existing tags
  5. Click suggestion or press Enter
  6. Tag applied

Benefits of autocomplete:

  • ✅ Consistent tag names
  • ✅ No duplicates
  • ✅ Faster than typing
  • ✅ Shows what tags exist

Removing Tags

Super easy:

  1. Find tag chip on page
  2. Click the X on the chip
  3. Tag removed instantly
  4. Can also use Backspace in empty input

Alternative:

  • Click in tag input (cursor at start)
  • Press Backspace
  • Last tag is removed

Tag Features

Case-Insensitive Deduplication

Tags are automatically deduplicated by name:

"project" = "Project" = "PROJECT"

What this means:

  • Typing "Project" won't create duplicate if "project" exists
  • System shows existing tag in autocomplete
  • Keeps tags clean and consistent

Best practice: Pick one capitalization style and stick with it!


Team-Scoped Tags

Tags are shared across your team:

  • Everyone sees the same tags
  • Autocomplete shows team's tags
  • Helps maintain consistency
  • Enables team-wide categorization

Example: If someone creates "urgent" tag, everyone can use it.


Persistence

Tags are saved immediately:

  • No "save" button needed
  • Persists to database
  • Available across all pages
  • Never lost

Using Tags Effectively

Common Tag Categories

By Type:

[Meeting] [Documentation] [Task] [Idea]

By Status:

[Draft] [In Progress] [Review] [Published]

By Priority:

[High Priority] [Medium] [Low] [Urgent]

By Project:

[Project Apollo] [Website Redesign] [Q4 Initiative]

By Topic:

[Engineering] [Product] [Marketing] [Sales]

By Time:

[Q4-2024] [December] [2024] [Sprint-23]

Tag Naming Best Practices

Use Descriptive Names

Good:

  • [High Priority]
  • [Backend Engineering]
  • [Q4 OKRs]

Bad:

  • [HP] (too cryptic)
  • [Stuff] (too vague)
  • [asdf] (meaningless)

Be Consistent

Pick a style:

Option 1: Lowercase

[project], [meeting], [draft]

Option 2: Title Case

[Project], [Meeting], [Draft]

Inconsistent:

[project], [MEETING], [Draft]

Keep Tags Short

Good: 1-3 words max

  • [Urgent]
  • [Team Meeting]
  • [Q4 Planning]

Too long:

  • [This is a very long tag name that should be shorter]

Use Prefixes for Categories

Organize with prefixes:

Type: [type-meeting], [type-doc], [type-task]
Status: [status-draft], [status-review]
Priority: [priority-high], [priority-low]

Benefits:

  • Groups tags logically
  • Easy to filter (future feature)
  • Autocomplete groups them together

Common Workflows

Project Tagging

For a project-based page:

Title: API Authentication Implementation
Tags: [Project Apollo] [Engineering] [Backend] [Q4-2024] [High Priority]

Why this works:

  • [Project Apollo] = which project
  • [Engineering] = department
  • [Backend] = team
  • [Q4-2024] = timeline
  • [High Priority] = urgency

Meeting Notes Tagging

For meeting notes:

Title: Weekly Team Sync - Dec 12
Tags: [Meeting] [Team Sync] [Engineering] [Weekly]

Why this works:

  • [Meeting] = content type
  • [Team Sync] = specific meeting
  • [Engineering] = department
  • [Weekly] = frequency

Documentation Tagging

For docs:

Title: API Authentication Guide
Tags: [Documentation] [API] [Backend] [Getting Started]

Why this works:

  • [Documentation] = content type
  • [API] = topic
  • [Backend] = team
  • [Getting Started] = audience level

Tips & Tricks

Start with Few Tags

Don't over-tag at first:

  1. Start with 2-3 tags per page
  2. Add categories as needed
  3. Let taxonomy grow organically
  4. Refine over time

Use Tags with Other Features

Combine with:

  • Hierarchy: Tags across tree levels
  • Favorites: Tag favorites for filtering
  • Wiki links: Tag linked pages

Team Tag Standards

Agree on standards:

  1. Team meeting: Decide tag categories
  2. Document: Write tag guidelines
  3. Share: Make accessible to team
  4. Enforce: Gentle reminders
  5. Evolve: Update as needs change

Bulk Tagging

For similar pages:

  1. Open first page
  2. Add tags
  3. Open next page
  4. Autocomplete shows recent tags
  5. Quick select and apply

Tag Review

Monthly maintenance:

  • Review all tags
  • Merge similar tags (e.g., "urgent" + "high-priority")
  • Delete unused tags (future feature)
  • Standardize naming

Keyboard Shortcuts

ActionShortcut
Focus tag inputClick input field
Add tagType + Enter
Remove last tagBackspace in empty input
Navigate suggestions arrows
Select suggestionEnter
CancelEsc

Advanced Features

Search by Tag (Coming Soon)

Future feature:

Search: tag:project
Result: All pages with [Project] tag
Search: tag:urgent AND tag:engineering
Result: Urgent engineering pages

Tag Cloud (Coming Soon)

Visual display of all tags:

  • Size = usage frequency
  • Click tag = filter to pages
  • See tag relationships

Tag Colors (Coming Soon)

Custom tag colors:

  • Assign colors to tags
  • Visual categorization
  • Quick identification

Current Limitations

Not yet available:

  • ❌ Tag-based filtering/search
  • ❌ Tag deletion (unused tags remain)
  • ❌ Tag renaming
  • ❌ Tag colors
  • ❌ Tag analytics
  • ❌ Bulk tag operations

But you can:

  • ✅ Create tags freely
  • ✅ Apply multiple tags
  • ✅ Remove tags from pages
  • ✅ Autocomplete existing tags
  • ✅ Share tags across team

Troubleshooting

Tag not saving?

Check:

  • You pressed Enter after typing?
  • You're in Edit mode?
  • Page has loaded fully?

Solution: Try again, check for errors

Can't remove tag?

Check:

  • X button visible on chip?
  • Hovering over tag?

Solution: Click directly on X, or use Backspace method

Autocomplete not showing?

Check:

  • Team has existing tags?
  • You've typed at least one character?

Solution:

  • Create first tag to seed autocomplete
  • Type more characters to filter

Too many tags?

Solution:

  • Remove unnecessary tags
  • Consolidate similar tags
  • Keep to 5-7 tags max per page

Examples

Engineering Team

📄 Backend API Refactor
Tags: [Engineering] [Backend] [Refactoring] [Q4-2024]

📄 Frontend Component Library
Tags: [Engineering] [Frontend] [Documentation]

📄 Database Migration Plan
Tags: [Engineering] [Backend] [Database] [High Priority]

Product Team

📄 User Research Findings
Tags: [Product] [Research] [User Testing]

📄 Q4 Roadmap
Tags: [Product] [Planning] [Q4-2024] [Roadmap]

📄 Feature Spec: Dark Mode
Tags: [Product] [Feature] [Design] [In Progress]

Mixed Use

📄 All Hands Meeting Notes
Tags: [Meeting] [Company] [Monthly]

📄 Office Holiday Party Planning
Tags: [Event] [HR] [Q4-2024]

📄 Engineering Hiring Plan
Tags: [HR] [Engineering] [Hiring] [Strategy]

Related Guides: