Manage Tags

Manage tags

Tags are the organisation system for prompts and sequences in Cognardo Workbench. One shared tag library serves both: a tag you create for a prompt is available on every sequence, tags can nest under other tags, and filters understand the hierarchy. This page covers the whole system: assigning tags on the save forms, and creating, nesting, renaming, and deleting tags in the central Manage Tags dialog.

Prerequisites:

• Signed in: Tags live in your library and require a signed-in account. See sign in to the extension.
• Know the save forms: Tags are assigned while saving. See save a prompt from the sidebar and save a prompt from the main page.

How tags work#

• One system, two content types: Prompts and sequences draw from the same tag library, and Manage Tags is reachable from both the Prompts and Sequences views.
• Tags nest: Any tag can sit under a parent tag, so hierarchies like Marketing with Email beneath it are natural. Filtering by the parent includes everything under it.
• Tags are one axis of three: Target model and favorites are separate fields, so keep model names and importance out of your tag names. Tags carry the subject.

Assign tags while saving#

The TAGS field on the prompt and sequence forms handles day-to-day assignment:

1. Click the field. Your existing tags appear as suggestions, with a checkmark on the ones already assigned.
2. Click a suggestion to assign it. Each assigned tag becomes a chip in the field, and an item can carry several.
3. Type a name and press Enter to create a tag on the spot. New tags created this way are saved with the item.
4. Remove a tag with the X on its chip. Its tooltip reads Remove tag.

Changing tags on a saved item counts as an edit: click Update Prompt and the row syncs the change, PENDING then SYNCED.

Open Manage Tags#

1. Open the Prompts & Sequences tab of the main extension page.
2. Click Manage Tags, available on both the Prompts and Sequences views. The Manage Tags dialog opens.

Each row in the dialog carries the tag's name, a count of the items tagged with it, an edit pencil, and a delete control, with Add New Tag fixed at the bottom.

Create a tag#

1. Click Add New Tag.
2. Enter the name in the Tag Name field.
3. Optional: choose a parent under NEST UNDER. (None) keeps the tag at the top level; any existing tag can be the parent.
4. Click Save Changes.

Rename or re-nest a tag#

1. Click the pencil on the tag's row. The Edit Tag form opens with the current name filled in.
2. Change the name, or pick a different parent under NEST UNDER.
3. Click Save Changes. The change applies across your library. Cancel closes the form without touching anything.

Delete a tag#

1. Click the delete control on the tag's row. The tag disappears immediately; there is no confirmation dialog.
2. A notification appears reading Deleted, naming the tag, with an Undo button and a countdown bar. Click Undo before it runs out and the tag returns with its item associations intact.

Related pages#

• Prompt and sequence interfaces
• Save a prompt from the main page
• Search and filter
• Manage the prompt library