How to Manage Tags in zipBoard’s New Tags Menu

The Tags Menu is a panel in the file modal where you create, search, edit, and apply tags. Changes to a tag apply across all files, and the menu stays fast and stable even with 500+ tags in your organization.

When working on projects with hundreds of files, finding and grouping related content can be challenging, especially with large tag libraries. Previously, large tag libraries could slow things down or even cause the app to crash. With the Tags Menu, you can:

• Create tags with custom colors and names.
• Search your entire organization's tag library instantly.
• Edit tags in one place. Changes apply across all files.
• Add or remove tags from files in one click.
• Get smooth performance, even with hundreds of tags.

How do I use the Tags Menu?

1. Open the Tags Menu

1. Open a project in zipBoard.
2. Click a file to open the file modal.
3. Click the Tags icon to open the Tags Menu.

   

2. Create a new tag

1. Click Create Tag.
2. Enter a tag name.
3. Select a color (you'll see a live preview).
4. Click Create.
5. Your tag is saved and can be used across all files in your organization.

   

3. Add tags to a file

1. In the Tags Menu, click a tag to apply it.
2. The counter next to the tag updates to show how many files use it.
3. Tags you've just added move to the top of the list for quick access.

4. Search for tags

1. Use the search bar to find any existing tag in your organization.
2. Click the tag in the results to apply it to your file.

5. Edit a tag

1. Click Edit Tags in the Tags Menu.
2. Select the tag you want to change (or search for it).
3. Update its name or color.
4. Changes are saved instantly and reflected across all files that use the tag.

6. Performance improvements

• Menus load quickly, even with 500+ tags.
• Adding, removing, or editing tags happens without lag.
• No more crashes when handling large tag libraries.

To tag automatically, see How to Auto-Tag Files and How to Use AI-Powered Autotagging for Tasks. For an overview of tags, see Power of Tags: A Comprehensive Guide.

Where else can I edit and apply tags?

Besides the Tags Menu, you can manage tags at the organization level and tag task cards on the Kanban board. To edit tags, you need managerial access or to be an organization owner.

Edit tags in Manage Org

1. Log in to your account, click your profile icon, and select Manage Org.
2. Select Tags from the left menu to open the tags page.
3. Click Edit tags under the Action tab.

Tag files from Uploads

1. Go to the Uploads section.
2. Click the three-dot menu icon on the file.
3. Select Tags.

Tag task cards on the Kanban board

1. Go to the Task Lists section.
2. Select the task you want to tag.
3. Click the three-dot menu icon on the task.
4. Select Tags.

Tagging task cards on Kanban boards makes it easier to spot and manage tasks based on specific criteria.

Why did zipBoard build the new Tags Menu?

Teams managing large projects told us they needed:

• Faster access to existing tags.
• A reliable way to create and edit tags without slowing down the app.
• An interface that could handle high tag volumes without crashing.

This update keeps your workspace responsive, no matter how many tags you use.

How different teams can benefit

• AEC & Construction: Tag files by board (Design, Procurement, Construction) or trade (Electrical, Plumbing).
• Creative Agencies: Organize assets by campaign, client, or creative theme.
• Education & Training: Group learning materials by subject, module, or grade level.

Explore the new Tags Menu

• Request a Demo to see the feature in action.
• Or start your 14-day Free Trial.
• Check our Release Notes for the latest updates.