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.