Power of Tags: A Comprehensive Guide

Tags in zipBoard let you label files (uploads) and tasks so you can find, filter and report on them faster. Managers and organization owners edit tags under Manage Org, you can tag uploads and Kanban task cards from their three-dot menu, and Enterprise owners can control who creates new tags.

What can I do with tags in zipBoard?

Tags give you a flexible way to organize projects and tasks and get to information quickly.

Create tags on the fly: capture the essence of your projects and tasks instantly.
Use pre-defined tag lists: tags added at the organization level keep tagging consistent across teams. You'll see the Tags option in the top-level options.
Find issues faster: targeted tag searches lead you directly to the information you need.
Filter by tag: uncover specific insights through tag-based searches.
Tag quickly: auto-suggestions speed up tagging.
Generate reports (Enterprise only): get data-driven insights from your tagged information.

How do I edit tags?

You need manager access or to be an organization owner to edit tags. You can manage organization tags from Manage Org, and add tags to uploads and Kanban task cards from their three-dot menu.

How do I edit organization tags in Manage Org?

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

How do I add tags to uploads?

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

Tagging uploads gives you a quick way to categorize files and find them later.

How do I add tags to task cards on the Kanban board?

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

Tagged task cards on Kanban boards make it simpler to spot and manage tasks by specific criteria.

How can I control who creates tags with an Enterprise account?

This option is available on Enterprise accounts.

Organization owners can choose to allow only the tags they create to be used across the organization. Otherwise, all organization members can add new tags.

Open the dropdown next to your profile image on the explorer screen and select Manage Org.
Use the toggle switch to choose whether only owner-created tags can be used.