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A project’s tag board with tags organized into color-coded groups
Available on the Enterprise plan

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Overview

Managers and contributors can create custom project tags that they can organize, group, and merge on boards within projects. In tags, you can also quickly review and watch highlight reels that stitch together highlights grouped under each tag.

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Create a project tag

Utilize tags to group related highlights. A single highlight can have one or many tags associated with it, and a single tag can have many highlights associated with it. Tags can be created from two places in a project: In a data page and under the Tags tab
Drag over a section of text within a note, and select Tag from the action menu. From there, you can create a new tag to group your highlight under.

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Organize project tags into groups

You can create multiple groups on a single tag board within a project.
  • To do this, open your tag board and select New group.
  • From there, you can create new tags inside the group or drop and drag to move existing tags into a group.

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Assign colors to your tags

Like affinity mapping, you can also color-code your tags individually or in bulk within a single group.
  • To change the color of a group of tags, hover over the tag group title and select •••.
  • From there, select individual tags or Select all and choose the Color in the pop-up menu.
If you find there are similar tags created within your project, you can condense and clean up these by merging them together on a tag board. When doing so, all highlights grouped under each tag will live under a single tag.
  • To merge tags on the same tag board, select the checkbox in the top left corner of your chosen tag.
  • From there, a toolbar will appear. Select Merge into, chose your tag and confirm the merge with Merge tags.
You can also drag and drop any tag on top of another to merge them together on your tag board.

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Write tag descriptions for AI highlights

AI highlights use your tags to decide what to highlight and which tag to apply. For each tag, the AI reads its title, its group, its description, and the highlights already tagged with it. A clear description helps the AI apply each tag the way your team intends, and helps teammates know when to use it. Descriptions on workspace tags linked to the project are used the same way. What makes a good description depends on the tag, but these guidelines apply to most:
  • Keep it short. If three words are enough, use three words. Aim for 50 words or fewer.
  • Use the same word for the same meaning. Don’t switch between synonyms within or across descriptions.
  • Explain specialized terms. If a new team member wouldn’t understand a term, the AI won’t either.
  • Say what to include, then what to exclude. Lead with what the tag applies to, such as “Use when a customer mentions onboarding delays.” If the tag is often confused with another, add a short list of what it excludes. Keep examples brief, because a poor example can steer the AI in the wrong direction.

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Choose which tag groups AI highlights use

By default, AI highlights draw from every tag group in the project. To exclude a group, hover over the tag group title, select •••, and turn off Use to generate highlights. For a workspace tag group, this setting applies to the current project only.

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Bulk import tags into a project

You can create multiple tags at once from a single spreadsheet. This is handy if you have an existing spreadsheet of tags that you wish to bring into Dovetail for you and your team to use. The file should be UTF-8 encoded Comma Separated Value (CSV) file with a header row and have at least 1 column for:
  • Title: text format (200 character limit)
You can also include columns for:
  • Description: text format (300,000 character limit). This becomes the description of the tag that appears when viewing the tag in your project.
  • Created date: must be in ISO 8601 date format or YYYY-MM-DD HH:MM
Once your CSV is prepared, open Tags in your project and select Import in the top right corner. During import, you will need to map columns from your spreadsheet to how it will be presented on your tag. For example, if you have a column for tag descriptions, you can include this information to the tag page by mapping this to the option ‘Description’.

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Create global tags for use across projects

Available on the Enterprise plan
Managers of Enterprise workspaces can create sets of global tags for users with workspace tags. Workspace tags help group related highlights across projects under a single theme. Learn more about workspace tags and how to create them for your workspace →

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FAQs

Add a description to every tag. A short description that says what to include and what to exclude gives the AI a clear rule to follow. For example: “Feedback about a specific product capability or feature. Include requests, gaps, and praise about what the product can do. Exclude pricing, support experience, and general sentiment.”Then apply the tag yourself to a few clear examples. AI highlights use the tag’s title, its description, and the highlights already tagged with it. Adding relevant examples, and removing the tag from highlights where it doesn’t belong, helps the AI recognize similar content and suggest or apply the tag on its own. A broad tag needs both a precise description and enough hand-applied examples before it’s applied consistently.For more guidance, see Write tag descriptions for AI highlights.
We’ve recently deprecated our tag summary feature, so it’s no longer available for any tags in your workspace. For summaries of highlights under a tag, we recommend using our chat feature instead.