Learn how to organize your projects and reports with Transect Tags.
Transect Tags are a powerful tool to categorize and streamline your research workflow. Tags allow you to categorize your projects by any information relevant to your team or project scope and keep them organized and easy to find.
In this article, you’ll learn how to:
Creating and Adding a Single Tag
Tags can be created and added from the Dashboard and the Map. You can also use either process to add already-created tags to your project.
- The Dashboard
- In the ‘Tags’ column, click the icon for a project.
- Select Create New and add a tag name.
- When finished, select Save.
- After creating the tag, check the box to add it to your project and select Apply.
- The Map
- In the Layers modal, navigate to the Projects tab.
- For more information on creating a Project, check out this article.
- Check the box next to a Project to open it in the map, then click Assign Tags in the right-side modal.
- Select Create New and add a tag name.
- When finished, select Save.
- After creating the tag, check the box to add it to your project and select Apply.
- In the Layers modal, navigate to the Projects tab.
If you don't see the "Tags" column in the Dashboard, click Edit Columns and drag and drop the Tags column. When finished, select Apply.
Adding Multiple Tags
From the Dashboard, you can assign Tags to multiple reports simultaneously. Check the boxes to the left of the report name, then select Assign Tags. Check the boxes next to the relevant tags or create a new tag. When finished, select Apply to add it to your report.
Please note that you cannot bulk remove or edit Tags. Tags must be modified directly on the report or project.
Filtering by Tags
From the Dashboard, you can filter your reports to show tagged reports by clicking the Filter icon to the right of the “Tags'' column.
Next, check the box next to the tags you’d like to filter by. The filters will be applied to your Dashboard automatically and show the tagged reports and projects. You can remove the filter at any time by selecting the Filter icon and then Clear Filters.