Creating Tags

Use tags to categorize and organize your recordings and meetings beyond folder structure. Tags provide flexible, multi-dimensional organization.

Tag Creation

Create tags to categorize your content:

1. Navigate to Settings → Tags or use the tag picker when editing a recording/meeting
2. Click "Create Tag" or the "+" button
3. Enter a tag name (e.g., "client-call", "product-review", "urgent")
4. Optionally choose a tag color
5. Optionally add a description
6. Click "Create" to save the tag

Tag Naming Best Practices:

• Use lowercase letters and hyphens for consistency (e.g., "client-call" not "Client Call")
• Keep names short and descriptive
• Use consistent naming conventions across your organization
• Avoid special characters that might cause issues

Tag Naming

Effective tag naming strategies:

By Category:

• client-call, internal-meeting, training, interview

By Priority:

• urgent, important, follow-up, archived

By Status:

• action-required, completed, in-progress, blocked

By Topic:

• product-development, sales, support, marketing

By Project:

• project-alpha, website-redesign, q4-campaign

Tip: Establish a tag naming convention for your team to ensure consistency and make tags easier to find and use.

Tag Colors

Use colors to visually organize tags:

1. When creating or editing a tag, click the color picker
2. Choose from predefined colors or select a custom color
3. Color helps you quickly identify tag categories:

• Red: Urgent or high priority
• Blue: Client-related
• Green: Completed or positive
• Yellow: Needs attention
• Purple: Internal or team-related

Color Organization Tips:

• Use consistent colors for similar tag categories
• Don't use too many different colors (5-7 colors is usually sufficient)
• Consider color accessibility for team members with color vision differences

Tag Organization

Organize your tags for easy management:

Tag Categories:

• Group related tags together
• Use prefixes to create tag groups (e.g., client-*, project-*)
• Create a tag hierarchy if needed

Tag Management:

1. Navigate to Settings → Tags
2. View all your tags in a list
3. Sort by name, usage count, or creation date
4. Search for specific tags
5. Edit or delete tags as needed

Tag Statistics:

• See how many recordings/meetings use each tag
• Identify unused tags that can be removed
• Find most commonly used tags