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Create tags

2 minute read
Last updated April 11, 2018

The power of Dovetail lies in inline tagging, which we call annotating. There are two types of annotations: tags and insights.

Annotations are added to content inside notes. Unlike other products, with Dovetail, you could annotate a single word, sentence, or paragraph with a tag or insight. This means you can add more granular tags or insights to content.

What to use tags for

Tags are used to keep track of patterns that emerge across notes.

For example, let’s say you were analyzing reviews for an iPhone app. Each note in Dovetail is one review. Here’s the content of one of the reviews:

“I love the app, however it’s becoming slower and slower. It seems to take a long time to open up initially. It’s missing a key feature – search. I need this to find what I need.”

Given this example, perhaps you’d tag “…however it’s becoming slower and slower. It seems to take a long time to open up initially” with performance and “It’s missing a key feature – search. I need this to find what I need” with feature request.

Note: New tags can either be created in-context as you annotate a note, or as a blank tag inside a project. The instructions below are for the former method.

Create a new tag

Screenshot of cursor over ‘Create new tag’

To create a new tag in Dovetail:

  1. Open a note.
  2. With your mouse or keyboard, highlight the text you’d like to tag.
  3. On the right, click Type to create (or use the TAB key).
  4. Type your tag name.
  5. Click Create new tag (or use the up / down arrows).

Add an existing tag

Screenshot of cursor over an existing tag’

To add an existing tag to text in Dovetail:

  1. Open a note.
  2. With your mouse or keyboard, highlight the text you’d like to tag.
  3. On the right, click Type to create (or use the TAB key).
  4. Type the name of your existing tag.
  5. Click the existing tag (or use the up / down arrows).

View all annotations for a tag

Screenshot of all the annotations for a single tag

To see everything with a particular tag:

  1. Open a project.
  2. Click the Tags tab.
  3. Click the tag.

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