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  1. Resources & collaboration

Tags

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Last updated 3 months ago

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In short: Tags are versatile tools for organizing and categorizing objects like Work Items, Goals, and Documents. They can be created and managed centrally or directly within context, allowing for efficient filtering and grouping of data across modules.

Tag concept

Tags are simple yet powerful tools used to organize, categorize, and filter information. In many applications, tags function as customizable labels that you can attach to items, making it easier to group, find, and manage related information. Think of tags as keywords or short descriptors that provide context, helping you quickly identify and connect similar items.

Timebook also provides a flexbile tagging system, allowing teams to share a common understanding of items and improving visibility and consistency across projects.

This article focuses on how to use tags in specific contexts, such as describing and categorizing your work and documentation.

However, Timebook also has a dedicated module where all tags can be managed from one place. For more information, see Manage tags


Using tags in Timebook

To create a tag directly on an object:

  1. Click the [Add tags] button, located next to the name of the object or resource you are editing.

  2. Give your new tag a meaningful name and select a color for it.

  3. Click [Add public tag] to confirm. The new tag is now attached to the object or resource and can be reused across your Workplace.

To remove a tag, click the [X] button displayed next to its name.

In Timebook, you can tag the following objects and resources:

You can also use tags to filter and group data in several Timebook modules.

For example, you can filter data by a specific tag to quickly find all objects associated with that tag or group items by tags to better visualize and manage related tasks.


Related articles

Manage tags

Timebook objects

Documents

Files

As explained above, Timebook offers a dedicated module where you can create, edit, and delete tags within your . However, creating tags in context is often more efficient, as it allows you to quickly categorize objects without losing focus on your current work. When you create a tag this way, it becomes part of your Workplace and can be reused elsewhere.

For more information, see

Workplace
Work Items
Goals
Tickets
Documents
Files
This is how you can create a new tag directly on a Timebook object.
Filtering data
This is a sample Work Item with several tags attached.