Tag boards and groups

You can create multiple tag groups on a single board. 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.

Like affinity mapping, you can color-code your tags individually or in bulk within a single group. To change the color of a single tag, hover over your tag > select Actions (•••) > choose color.

To change the color of a group of tags, hover over the tag group title > select Actions (•••) > click Select all > click Color.

You can clean up your tags within a single project or across projects by merging them together on a tag board. When doing so, all highlights related to each tag will live under a single tag.

Merging tags on the same board

To merge tags on the same tag board, select your tag/s by clicking the checkbox in the top left corner. In the toolbar, select Merge into and find your tag.

You can also drag and drop a tag that you want to merge onto another tag on your board. From there, a pop-up will appear to confirm the merge.

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'.