Tags

Tags in SAVOIRR are a powerful feature that allows you to categorise and quickly find consultations, procedures, documents, and more. They help you streamline your workflow, generate targeted reports, and stay on top of important updates.

You can assign a tag to various items such as consultations, procedures, documents, organisations, people, and news. Tags help you categorise and organise your work by grouping related items, making it easier to locate and manage important information quickly.

Tags are essential

• for generating reports. When creating a report, you can select one or multiple tags to determine which items should be included, allowing you to focus on specific topics or categories.
• for staying responsive to new developments. By activating notifications for specific tags, you’ll receive alerts whenever a new event is added to a tagged item, ensuring you're always informed and can react quickly.

Create and assign a tag to a relevant item

1. Create a tag via the sidebar navigation. Click on the + next to Tags.

   

2. You can organise your tags into main tags and sub-tags for better categorisation.

   For instance, you might have a main tag called "Digitalisation" with sub-tags such as "Data Security" and "Data Privacy".

3. Assign colours to your tags to make it easy to identify tagged items at a glance. For example, when viewing an overview of consultations, the coloured tabs on the top left of each item will indicate their associated tags.
4. You can choose whether a tag is private (only visible to you) or shared with your team for collaborative purposes.

Depending on your needs you can activate notifications and pin your tags to the side bar.

Once you've created tags and added them to specific items they will appear on the top right of this item.

By clicking on a specific tag, you’ll be taken to the detailed tag page. There you can see the latest updates on tagged items, as well as a full list of all items associated with that tag.

Navigate your tags

Quickly manage all of your tags with a useful overview and access detailed information about items

Overview of your tags

Access the overview of all your tags by clicking on Tags on the sidebar navigation. If you use a large number of tags to organise your work, you can use the search to quickly find any tag.

To see all your tags click on Tags in the sidebar navigation. An other way to access the overview of all your tags is to click on the gear on the top right and select Tags.

The overview shows you at first glance

• the name of your tags;
• if it's private or public;
• how many items have been marked with this tag;
• if it is pinned to the sidebar.

By clicking on the tag you will access the detail page allowing you to see the items and more.

Detail page of tags

consultations, procedures, documents, organisations, people and news.

Pin your tags for quick access

You can pin tags to the sidebar navigation to quickly access . New (public) tags created by an Admin are automatically pinned to the sidebar of the whole team, so everybody is aware of this addition. But it can still be removed on an individual user level.

Click on the pin symbol to pin or unpin a tag from your sidebar.

Notifications

Additionally, you can activate and manage notifications for tags, so you receive alerts whenever a new event is added to a tagged item.

Removing and deleting tags

To remove a tag from an item, go to the detailed view of the item and click the "x" next to the tag. To delete a tag, edit the tag and click "Delete" at the bottom left.

Deleting a tag will remove it from all associated items, and any team members subscribed to that tag will lose all related information, notifications, and access to those tagged items. Please note that tag deletions are permanent and cannot be undone. Tags can only be deleted by Admins or the user who created them.