Plans | ✗ Forever Free | ⱱ Essentials | ⱱ Scale | ⱱ Enterprise |
User roles | ✗ Reader | ⱱ Writer | ⱱ Admin |
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Why?
Within Whale you can tag your playbooks and cards. You want to use tagging when you can't see the forest for the trees.
Tags will give a clear and direct overview of what the content is of cards and playbooks.
They can be created by admins in the workspace settings or by admins and writers when creating a playbook or card.
How?
Tags on admin level
- Go to your workspace settings > tags
- Here you have an overview (color, used #times, created by who and when) of your existing tags and can add new ones
- Click on Add tag
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151072489332/original/upylwz2eIbdQZzl5QXAkz24q8AIF6ybU1A.png?1711365111)
- A popup will show where you can name the tag and give it a color
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151014923183/original/emBcJy4qqMjJ7hirPedS35jLeJKJ1YiGHQ.png?1679391380)
- Create the tag and it will be added to your list
Adding tags in a playbook or card
- Navigate to the settings or the card or playbook
- Start typing the non-existing tag
- Add the tag when prompted
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151014923407/original/RYvSWkzcEI3C4jT5c3KQBKrakB08kTg3vw.png?1679391582)
- The new tag is added and can be edited in the workspace settings
Searching on tags
- Navigate to the search functionality in Whale by clicking on the magnifier glass in the top right corner of your home screen.
- On the bottom left pannel you will be able to add the tags you want your search to filter on.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151014923706/original/tHmYYYGxRpCo-ZU13ZYPKCY0SBl3mmhjMw.png?1679391747)
- This will limit your search to for example only the SOP's or LinkedIn related cards and playbooks.
Video
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