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Adding Tags

This video explains the process of adding tags and its importance in locating systems.

 

1. Why Use Tags?

As your systemHUB account grows to include dozens or hundreds of documents, finding specific information through the folder tree can become time-consuming.

  • Search Efficiency: Tags act as keywords that the search engine prioritizes.

  • Team Productivity: Using tags allows team members to find the right process in seconds using the search bar, rather than clicking through multiple folders.

2. Locate the Tags Section

Tags can be added to any System, Policy, or Training.

  • Open the document you wish to tag.

  • Click the Edit button.

  • Scroll to the very bottom of the page to find the tags area.

3. Add or Remove Keywords

  • To Add: Type your keyword into the Add Tag field (e.g., "LinkedIn," "Invoicing," or "Onboarding") and click Add.

  • To Remove: Click the "X" on any existing tag bubble to delete it.

  • Pro Tip: Think about the "Search Intent" of your team. What words would a new employee type into the search bar to find this specific document? Add those words as tags.

4. Use the Search Function

Once your tags are set up, you can test them:

  • Go to the Search Bar in the top right-hand corner of systemHUB.

  • Type in a keyword (e.g., "LinkedIn").

  • The results will instantly display every system, policy, or training that contains that tag, even if the word isn't in the title.

5. Finalize Changes

As with all structural changes in systemHUB:

  • Scroll back to the top.

  • Click Publish to save your new tags and make them searchable for the rest of the team.