Tags in Clinked

 

Content and users are two key components of Clinked. One can organise both components using tags to quickly search content (tags) or activate a group of people (user tags).

To make it easy for you to know the difference, here are three sections to help you explore these functions:

 

How to Use Tags in Content?

Tags can be used in the content within Clinked Groups. The content includes:

The Clinked search functionality is a powerful tool allowing an account-wide search for content including keywords or tags. Tags make it easy to organise content to look across related items quickly using search.

User Tags are used for Members at an Account Level. Applying User Tags to members provides a way to group users (e.g. by location/group/roles, etc.) based on your organisational needs. Some clients use User Tags to quickly add a specific group of members into the comment section of a piece of content, invitation for events or event adding to a new group. The possibilities are endless.

 

How to use Tags across each content type in Clinked?

Tags can be used across content types - files, notes, discussions, events, task - by doing the following: 

Files

In files, you will find the tag on the file itself. Open the File area of the Group and choose an existing File. In the File’s preview view, navigate to the bottom to find the Tags icon. All members of a Group (i.e. Group Admins, Content Contributors and Members) will be able to see tags. 

 

Tags can be applied to the File here by Group Admins or Content Contributors. Here’s how: 

  • Click the tags tab
  • Click on the blue pencil
  • Enter a tag, e.g. ‘fundaccounting’
  • Click Update 

Screenshot_2020-06-18_at_11.39.24.png

Once you have selected ‘update’ the tag will appear as below:

 Screenshot_2020-06-18_at_12.04.28.pngScreenshot_2020-06-18_at_11.39.55.png

Notes

Similarly to Files, a tag can be used on an individual Note. Open the Notes area of the Group and choose an existing Note. In the Note’s view, navigate to the bottom of the Note to find the Tags icon. All members of a Group (i.e. Group Admins, Content Contributors and Members) will be able to see tags. 

Tags can be applied to the Note here by Group Admins or Content Contributors. Also, this can be done when creating a new Note. Here’s how: 

  • Click the tags tab
  • Click on the blue pencil
  • Enter a tag, e.g. ‘fundaccounting’
  • Click Update

 

  • Screenshot_2020-06-18_at_14.09.48.png

Discussions

Similarly to the other content types, a tag can be used on an individual Discussion. Open the Discussion area of the Group and choose an existing task. In the Discussion’s view, navigate to the bottom of the Discussion to find the Tags icon. All members of a Group (i.e. Group Admins, Content Contributors and Members) will be able to see tags. 

 

Tags can be applied to the Discussion here by Group Admins or Content Contributors. Also, this can be done when creating a new Discussion. Here’s how: 

 

  • When creating a Discussion or Adding a Reply, click the tags tab at the bottom of the Discussion
  • Click on the blue pencil

Enter a tag, e.g. ‘fundaccounting’Screenshot_2020-06-18_at_14.14.51.png

 

Events

Similarly to the other content types, a tag can be used on an individual Event. Open the Event area of the Group and choose an existing event. In the Event’s view, navigate to the bottom of the Event to find the Tags icon. All members of a Group (i.e. Group Admins, Content Contributors and Members) will be able to see tags. 

Tags can be applied to the Event here by Group Admins or Content Contributors. Also, this can be done when creating a new Event. Here’s how: 

 

  • Click Edit in the top right corner of the Event
  • Click the Tags tab at the bottom of the Event
  • Click on the blue pencil
  • Enter a tag, e.g. ‘fundaccounting’
  • Click Update

Screenshot_2020-06-18_at_14.19.53.png

Tasks

Similarly to the other content types, a tag can be used on an individual Task. Open the Task area of the Group and choose an existing Task. In the Task’s view, navigate to the bottom of the Event to find the Tags icon. All members of a Group (i.e. Group Admins, Content Contributors and Members) will be able to see tags. 

Tags can be applied to the file here by Group Admins or Content Contributors. Also, this can be done when creating a new Task. Here’s how: 

  • Click Edit in the top right corner of the Task
  • Click the Tags tab at the bottom of the Task
  • Click on the blue pencil
  • Enter a tag, e.g. ‘fundaccounting’
  • Click UpdateScreenshot_2020-06-18_at_14.21.51.png

 

How to use Search with Tags?

Once content has been tagged, all Group Members can search for that Tag name in the Clinked search bar as shown below to get the results across the Group(s) they are members of. Simply navigate to the eye glass icon at the top of the screen and enter in the tag you’d like to find as shown below to see what content it’s been applied to. 

Search view:

Screenshot_2020-07-02_at_12.57.15.png

Search Results View:

Screenshot_2020-07-02_at_12.59.12.png

 

 

How to use User Tags with Members?

As mentioned above, User Tags can be applied to Members at an Account Level and used across an account by Group Administrators and Group Contributors to @mention groups in comments across all content where a tag can be applied. (Note - Group Members (i.e. with read-only rights) will not be able to use this @mentiong User Tag functionality)

 

Applying User Tags to members provides a way to group users (e.g. by location/group/roles, etc.) based on your organisational needs. Some clients use User Tags to quickly add a specific group of members into the comment section of a piece of content, invitation for events or event adding to a new group. The possibilities are endless.

 

Let’s explore how an Account Administrator can apply a User Tag to an individual member in Clinked to use the @mention a User Tag group: 

 

  • An Account Administrator will go to the Account Members Area
  • Find the member & click on the member’s name to open their profile
  • At the bottom of their profile, there is a section called “User Tags”
  • Enter the appropriate User Tag(s) as needed 
  • Hit Update 

Screenshot_2020-06-18_at_14.28.28.png

The User Tag can then be used in Groups across the Account. Both Group Administrators and Group Contributors can quickly comment to a group of members by using @mention rather @mentioning each member individually. Here’s how: 

  • Navigate to the comment section of an individuals piece of content
  • Content includes files, notes, discussions, events or task
  • Type @ and the User Tag (i.e. @fundaccounting) with a comment then hit Post Comment 
  • All group members identified with that User Tag will receive notification of that comment
  • All group members will be able to reply to the comment

 

Who can apply Tags & User Tags?

Account Administrator (“Super Admin”): Can apply Tags to group content as well as edit and view. Only member with capabilities to create User Tags and assign to account members. 

Group Administrator (“Group Admin”): Can apply Tags to group content as well as edit and view.  Can use User Tags in  @mentions of group content. 

Group Content Contributor (“Can Contribute”): Can apply Tags to group content as well as edit and view. Can use User Tags in  @mentions of group content. 

Group Member (“Read Only”): See Tags on all content types. Edit Tags in tasks & calendar invites they are an assignee of. Can be included in a User tags in comments.

 

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