Managing Tags within a Project

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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.

tag_insights.png

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.

mange_tags_overview.png

 

Managing Tags

Click the 'Manage Tags' button on the top left corner of the 'Tag Insights' page.

manage_tags.png

The button will take you to the 'Manage Tags' modal, where you can create, edit, delete, and more.

mceclip0.png
 

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.

new_tag_and_tag_count.png

Add the new tag to the edit line that appears and click 'Save'. To exit any changes, click 'Cancel'.

mceclip2.png

Once the tag is saved, it will appear in your list of tags in alphabetical order.

my_dog.png
 

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.

edit_tag.png
 

Merging a Tag

merge_tgs.pngIn some use cases, there have been similar tags that have been created and need to be merged. To merge the tags, click the area of the tag name of the tag you wish to edit, and enter in the name of the tag you want to merge it with.

 

*IMPORTANT: Editing the tag name will update the tag name on all the clips associated with it. Saving you time.

my_dog_merge.png

 

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.

delete_tag.png

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.

no_delete_tag_button.png

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.

interview_and_clips_on_tags.png

 

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