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Help centerDovetail AcademyEnabling your teamLesson

Connect themes across projects with workspace tags

Workspace tags help connect themes across projects and teams. They are designed for global/universal use in a workspace and are housed within workspace tag boards.


Working with workspace tags

Workspace tag board can be linked to projects and applied to data across multiple projects at once. You can use workspace-level tags alongside project-level tags in a single project.

  • To create a workspace tag board, navigate to ⚙️ Settings > Tags > Create new workspace tag board.

  • From there, you can populate this board with individual tags by selecting + New tag or importing a spreadsheet of existing global tags.

Workspace tag boards are commonly used for creating personas, shared feature requests, jobs-to-be-done, platform flows, and more.


Preventing changes to a workspace tag board

You can prevent others from making changes to a workspace tag board in its ⚙️ Share settings or within a linked project by restricting its access.

  • To do this, open the workspace tag board, select Share, and assign View only access to the workspace. You will be the only user with Full access to the board.

  • From there, you choose to invite other team members to share Full access or Edit access to the board.

Any manager or contributor with View only access to the board can link the tag board to a project, but cannot add or remove tags from this board.

🎓 Homework

Create a workspace tag board for use across a number of projects. Alternatively, if you already have a project tag board that is commonly used, convert this to a workspace tag board for global use in the workspace.

Create workspace tags


Scale your workspace
Workspace tags
Organize your data
Tag boards and groups
Emily Brogan

Customer Education


Next lesson

Segment data consistently with workspace fields

Segment data consistently with workspace fields

Last updated21 September 2023
Duration4 min

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