Tagging Best Practices

Created by Pat Crosscombe, Modified on Mon, 20 Jan, 2020 at 3:45 PM by Pat Crosscombe

Tags are a powerful tool. Setup effectively allows users to easily and quickly find any document. 

Here are some tagging best practices to follow.

Step 1

Review the initial library of tags that are created for every new organization. Add additional tags as necessary. Create some tags of a general nature and some that are more specific.

For example; a general tag might be governance and more specific tags could be Declaration, Rules, Bylaws, CCRs, etc.  

Step 2

Be consistent in naming tags. 

For example; 

  • either use singular or plural tag names (report vs reports)

  • always capitalize a tag name or always use lower case (Report vs report)

  • keep tag names short - one or two words  

Step 3

Create as many tags as are helpful to find documents. 

Add 2 - 3 tags to each document is suggested as optimum (but add more or fewer as needed). 

Do not create "Miscellaneous" or "Uncategorized" tags. These names are not helpful in finding documents. 

Managing the tagging system

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