User Guide
Tag Sets
Create and manage hierarchical tag structures for projects and pages.
Tag Sets
Tag sets define hierarchical tags used to categorize projects and pages.
Tag Sets vs Labels
| Aspect | Tag Sets | Labels |
|---|---|---|
| Scope | Dashboard data (projects/pages) | Editor annotation structure |
| Use Case | Categorization and filtering | Export/document structure |
| Applied To | Projects and pages | Regions/textline structures |
Accessing Tag Sets
- Open the left dashboard sidebar.
- Go to Tags (
/tag-sets).
Tag Set List
The list view includes:
- Search
- Tag filter (multi-select)
- Filter operator:
Match any (OR)/Match all (AND) - Sorting (name/description)
- Pagination
- Row actions: edit, delete
Creating and Editing Tag Sets
- Click New Tag Set.
- Build or edit the tag tree.
- Open Tag Set Settings and set name, description, and meta tags.
- Save.
Builder Capabilities
In the tag-set builder, you can:
- Add root tags
- Add child tags
- Duplicate tags (with children)
- Delete tags (with confirmation)
- Edit tag title, description, and color
- Move tags up/down within sibling order
- Search the tag tree
- Expand/collapse tree sections
- Auto-optimize colors
Validation prevents saving when there are configuration errors (for example empty or duplicate tag titles).
Applying Tags
Project Tags
- Open a project row action in the Library.
- Choose Edit.
- Set project tags.
- Save.
Page Tags
- Open a project.
- Use a page row action Edit.
- Set page tags.
- Save.
Import and Export
From the builder header:
- Import tag-set package JSON (
utilities/import) - Export as utility package (
utilities/export)
For new/unsaved tag sets, local JSON export is available from current builder state.
Deleting Tag Sets
Deleting a tag set removes the tag-set reference from projects that used it.