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In this brief video above, you'll discover:
Adding tags: Easily add one or multiple tags to any canvas in order to sort and organize
Tagging tips: Use tags to organize by team members to identify ownership, functional tags like "reports" or "strategies" for easy categorization, and other tags like “training”, “templates”, and client-specific projects for quick retrieval.
Detailed Tutorial
Looking for a way to organize your canvases in your workspace? Use canvas tags to organize by client, team, use case, or anything else you want and make it that much easier to find the right canvases.
Add a tag to a New canvas
1. Click on New canvas
2. Type a name for the Canvas
3. Start typing in the Tags input field
4. Select a tag from the list or Type a name and click on it to create a new tag
5. Click Create
Add a tag to an existing canvas
1. Click on the Pencil Icon of the canvas you want to edit
2. Start typing in the Tags input field
3. Select a tag from the list or Type a name and click on it to create a new tag
4. Click Create
Filter the canvases based on the tags
1. Click on the tag dropdown
2. Click on the tag you want to use to filter your canvases
3. Click on another tag to add it to the filters
4. Click on the ✕ icon next to the selected tag to remove it from the filter
Remove a tag from a canvas
1. Click on the Pencil Icon of the canvas you want to remove the tag to
2. Click on "X" next to the tag you want to remove
3. Click Save
Deleting a tag from the tag list
To delete a tag from the list of tags, you must manually remove the tags from each individual canvas as per the above
If you have any questions or need assistance, feel free to reach out to our support team using the chat widget that you can find in the bottom right corner of the page