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

AspectTag SetsLabels
ScopeDashboard data (projects/pages)Editor annotation structure
Use CaseCategorization and filteringExport/document structure
Applied ToProjects and pagesRegions/textline structures

Accessing Tag Sets

  1. Open the left dashboard sidebar.
  2. 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

  1. Click New Tag Set.
  2. Build or edit the tag tree.
  3. Open Tag Set Settings and set name, description, and meta tags.
  4. 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

  1. Open a project row action in the Library.
  2. Choose Edit.
  3. Set project tags.
  4. Save.

Page Tags

  1. Open a project.
  2. Use a page row action Edit.
  3. Set page tags.
  4. 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.

Next Steps

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