Table of Contents
Tags
Tags
Learn how to create, apply, and organize tags across your studies, interviews, highlights, reels, and insights.
Who this is for
This guide is for:
- Admins and Creators who create and organize tags for research analysis
- Observers who need to understand how tags are used to categorize insights
What you’ll learn
By the end of this article, you’ll know how to:
- Create and apply global or study tags
- Manage tag permissions
- Use tags in interviews, highlights, reels, and insights
- Organize and maintain tag groups for clean analysis
Why use tags?
Tags help you break down long-form interviews and survey responses into bite-sized insights. They make it easier to:
- Identify key themes or trends across multiple studies
- Synthesize findings at a study or organization-wide level
- Keep research consistent and reusable across teams
There are two types of tags:
- Global Tags – used across your organization for cross-study synthesis
- Study Tags – specific to a single study for more focused analysis
Use Study Tags for deep, contextual analysis within a study; use Global Tags to connect findings across studies.
Who can create tags?
By default, Admins and Creators can create and manage tags. Admins can restrict tag creation by going to Settings → Tags → and then selecting which option works best for your organization:
Managing tags
Global Tag Management
- Access the Tag Manager in Account Settings
- Tags are grouped into color-coded buckets visible during transcript highlighting
- Each tag’s ⋯ menu offers:
- View occurrences – see where the tag has been used
- Edit tag – rename the tag
- Move to – reassign to a different group
- Delete tag – permanently remove it
Study Tag Management
- Managed within the study’s Tags page (not in Tag Manager)
- Same options as Global tags (view, edit, move, delete)
How to create and apply tags
Global Tags (Account-wide)
- Click your name in the top-left corner → Settings → Tags
- Add a new tag via + Add new tag within the ungrouped option, existing group, or + Create new group
- Drag and drop tags to reorganize them into buckets
- Tags inherit the color of their group
Study Tags (Within a study)
- Open the study where you want to manage tags
- Navigate to the Tags page
- Add or group tags the same way as global tags (add new, create groups, drag to organize)
- Tags created here are available only within that study
Applying tags in different areas
You can apply and manage tags in multiple locations:
1. Interview Rooms
- Open an interview room
- Click Find or create a tag
- Select an existing tag or click + Create study tag or + Create global tag
- Uncheck a tag to remove it
- Manage tags via Manage study tags or Manage global tags in the same menu
2. Transcripts
- Highlight any text in the transcript
- Choose Study tags or Global tags
- Click Find or create a tag
- Add or remove tags as needed
3. Highlights
- Open a highlight
- Click Find or create a tag
- Select or create tags
- Uncheck to remove
4. Highlight Reels
- Open a reel and click the Edit (pencil) icon
- Click Find or create a tag
- Select or create tags
- Click Save highlight reel to save changes
5. Insights
- Open an insight
- Click Find or create a tag
- Select or create tags
- Uncheck to remove
Troubleshooting Tags
Issue | What's Happening | How to Fix It |
Can’t create a new tag | You don’t have permission to create tags, or tag creation is restricted by Admin settings. | An admin can go to Settings → Tags. Only Admins and Creators can create tags. Admins can toggle who’s allowed under “Who can create tags.” |
Tags not appearing in dropdowns | You may be in a study that doesn’t allow global tags, or filters are active. | Check if you’re applying tags within a Study (Study tags only) or in Account Settings (Global tags). Clear filters to view all. |
Tags missing in transcripts or highlights | The tag wasn’t saved, or was deleted from Tag Manager. | Open Settings → Tags or the Study Tags page to confirm the tag still exists. Reapply or recreate the tag as needed. |
Tag color not showing | Tag groups control color assignment, not individual tags. | Drag the tag into a color-coded group within Tag Manager to apply a color automatically. |
Can’t edit or rename a tag | You don’t have edit permissions, or the tag is locked as global. | Only Admins can rename global tags. Open Settings → Tags, find the tag’s ⋯ menu, and select Edit tag if you have permission. |
Deleted tag still visible in lists | Cached data or the tag is still linked to an artifact (highlight, reel, or insight). | Refresh the page. If the tag persists, remove it manually from all associated artifacts, then delete again in Tag Manager. |
Can’t apply a tag in a highlight, reel, or insight | The tag belongs to a different study or was deleted. | Confirm that the artifact is tied to the same study as the tag. If deleted, recreate the tag under the correct scope (study/global). |
Tags disappearing after saving a highlight or insight | The changes weren’t saved or processing didn’t complete. | Always click Save highlight reel or Save insight after tagging. Wait for confirmation that processing is complete. |
Study tags not appearing in Insights | Insights display tags only for linked studies. | Check that the Insight is associated with a study that has those tags. If not, re-link or add tags manually in the Insight editor. |
“Find or create a tag” search not working | The search term doesn’t match existing tags, or there’s a connectivity issue. | Type at least three characters for best results. If it still fails, refresh the page and check your network connection. |
Have Questions?
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