Overview
This brief guide will provide instructions on how to manage tags within your project.
Using tags will help focus on what your participants are saying. Allowing you to concentrate on the flow of the conversation. Knowing that auto-clip will "save the moment" every time your set tag is said.
How to Manage Tags within a Project
Click the 'Insights' tab and then choose the 'Tag Insights' tab.
For another way to get to access the 'Tag Insights' page, click the manage tags link in the 'Interview Materials' section on the 'Overview' page, to be redirected.
Managing Tags
Click the 'Manage Tags' button on the top left corner of the 'Tag Insights' page.
The button will take you to the 'Manage Tags' modal, where you can create, edit, delete, and more.
Adding a New Tag
Click the '+ New Tag' button at the top of the modal, to add a new tag. There will also be a current running total of tags on the project to the left of this button.
Add the new tag to the edit line that appears and click 'Save'. To exit any changes, click 'Cancel'.
Once the tag is saved, it will appear in your list of tags in alphabetical order.
Editing a Tag
Click the area of the tag name of the tag you wish to edit, and enter the new name of the tag.
*IMPORTANT: Editing the tag name will update the tag name on all the clips associated with it. Saving you time.
Merging a Tag
*IMPORTANT: Editing the tag name will update the tag name on all the clips associated with it. Saving you time.
Deleting a Tag
If a tag is no longer needed in a project, you can delete the tag by clicking the trash can icon button in each tagline.
If a tag does not display a trash can in line with the tag, it means that that tag has created clips associated with it, and cannot be deleted.
To review what tags have been used in interviews and have clips associated with them, view the 'Interview' and 'Clip' columns next to each tag.