How To Create Tag Groups

You can create tag groups to help organize and categorize product tags. Tag groups are then used as a component across a variety of other custom features, like custom search filters.

TIP: See How To Add and Configure Product Tags beforehand.

Creating a Tag Group

To create a tag group, as an organization administrator, navigate to Settings > Tags, Filters & Lists > Tag Groups and select “+Create Tag Group” 

From there you will be prompted for several selections:

  1. Name your tag group.
  2. Select the tags that make up the tag group - they will appear in the box to the right in the order that you select them.
  3. Select whether the group is a single select group or not - more about single select groups can be found below.
  4. Determine the order and indentation level of the tags in the tag group.  
    1. The order can be modified using drag and drop, just click and drag the six-dotted handle on the left side of the tag.  
    2. The indentation level can be modified with the arrows. 
    3. A tag cannot be more than one level indented from the tag immediately above it.  If one is, then you will be alerted upon saving.
  5. When complete, select “Create” and your new tag group will be added to the tag group list.

  1. To edit a tag group select the edit icon.

Single Select Tag Groups

Single select tag groups can be used to express mutually exclusive ideas like workflow statuses, levels of support, and categorization.

Once a group is created, a tool may only be tagged with one of the component tags.  Adding a second tag from the single select group will automatically strip the other assigned tag from the tag group from the tool.

To create a single select tag group, proceed according to the above directions, but activate the "Single select" toggle.

You will not be able to activate the single select toggle if your tag group contains any system tags nor if your tag groups contain any tags that are already in another single select tag group. (Tags can be in multiple tag groups, but only one single select tag group)

Upon selecting the “Create” button, the system will ask you to resolve any existing tagging conflicts within the newly-created single select tag group. 

For example, if EnglishTool is already tagged with both “Phase 1” and “Phase 2” tags and your new single select tag group contains both tags, then a warning will pop-up and give you a link to resolve the conflict.  You may either adjust the tagging on the tool or the tags that are included in the single select tag group to resolve the issue.  Once resolved, just click “Create” to re-check for conflicts and try again.

When tagging tools or creating tag groups, all tags that are part of a single select tag group will be noted with an "S" icon

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