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Tags

Organize and categorize content within your workspace with flexible, workspace-scoped tagging

Published: January 15, 2025

Tags

The Tags system in Mosic provides a flexible way to organize and categorize content within your workspace. Tags are scoped to a single workspace — they cannot be shared across workspaces. Tags can be applied to Tasks, Task Lists, Projects, Spaces, Members, Pages, Comments, Events, Customers, Contacts, Leads, Deals, Organizations, Tickets, Conversations, Messages, and Topics, allowing you to create cross-cutting categories and find related items quickly.

Key Features

Multi-Entity Tagging

  • Apply tags to Tasks, Task Lists, Projects, Spaces, Members, Pages, Comments, Events, Customers, Contacts, Leads, Deals, Organizations, Tickets, Conversations, Messages, and Topics
  • Single tag can link multiple document types
  • Organize content across different organizational structures
  • Create cross-project and cross-document-type categories
  • Tags are workspace-specific and isolated per workspace

Tag Views

  • Wall View: Visual card-based layout showing all tags with color indicators
  • List View: Compact list format with tag details
  • Individual tag detail pages showing all tagged items grouped by type

Tag Organization

  • Tags grouped by document type in detail views
  • Real-time item counts per document type
  • Color coding for visual identification and categorization
  • Optional description field for documenting tag purpose

Accessing Tags

From Sidebar Navigation

Location:

  • Left sidebar
  • “Tags” section below main navigation items
  • Shows all workspace tags with item counts

Visual indicators:

  • Tag icon (🏷️)
  • Number of tagged items next to tag name
  • Click any tag to view its detail page

From Main Navigation

Accessing Tags Page:

  1. Click “Tags” in the sidebar
  2. Or navigate to /Tags
  3. Default view shows all tags in wall layout

Tags Page

Wall View

Visual card layout for all tags.

Features:

  • Card display for each tag
  • Tag name and color indicator
  • Description (if provided)
  • Item count by document type
  • Grid arrangement for easy scanning
  • Quick access to individual tag pages

Tag card information: The card shows item counts grouped by document type, covering all tagged types in the workspace.

List View

Accessing List View:

  1. Click view toggle button (top right)
  2. Select “List” view option
  3. Tags display in compact format

List view features:

  • Compact single-row display
  • Quick scanning of all tags
  • Same information as wall view
  • Easier for large tag collections

Tag Detail Page

Individual Tag View

Click any tag to access its detail page.

Page structure:

  • Tag name as page title
  • Tag description (if provided)
  • Items organized by document type
  • Collapsible sections for each type

Document Type Grouping

Document type categories:

  • Project: Tagged projects (count shown)
  • Task List: Tagged task lists (count shown)
  • Task: Tagged tasks (count shown)
  • Page: Tagged pages (count shown)
  • Space: Tagged spaces (count shown)
  • Member: Tagged members (count shown; tags on members are managed through the member detail, not the member list view)
  • Comment: Tagged comments (count shown)
  • Customer: Tagged customers (count shown)
  • Contact: Tagged contacts (count shown)
  • Lead: Tagged leads (count shown)
  • Deal: Tagged deals (count shown)
  • Organization: Tagged organizations (count shown)
  • Ticket: Tagged tickets (count shown)
  • Conversation: Tagged conversations (count shown)
  • Message: Tagged messages (count shown)
  • Topic: Tagged topics (count shown)
  • Event: Tagged events (count shown)

Section features:

  • Click section header to expand/collapse
  • Item count shown in parentheses
  • Empty sections show “0” count
  • Only sections with items display content when expanded

View Modes

Available views:

  1. Wall View (default)

    • Card-based layout
    • Visual organization
    • Best for browsing

  2. List View

    • Compact display
    • Quick scanning
    • Better for many items

Switching views:

  • Use view toggle in top right
  • View preference persists per tag
  • Both views show same information

Using Tags

Applying Tags to Documents

Tags can be added to documents through the tag selector interface available in task detail views, list views, project views, and other supported document types.

Tag Application Process:

  1. Open the document (task, list, project, space, or comment)
  2. Locate the Tags field in the document’s detail panel or properties section
  3. Click the tag icon button to open the tag selector dropdown
  4. Select existing tags or create new tags:
    • Start typing to search through existing tags
    • Click on a tag to add it to the document
    • Type a new tag name and press Enter to create it
    • New tags are automatically assigned a random color
  5. Tags are saved automatically as you add or remove them

Tag Interface Features:

  • Multi-select dropdown: Shows all available tags in your workspace
  • Color-coded display: Each tag displays with its assigned color
  • Search functionality: Quickly find tags by typing
  • Inline creation: Create new tags without leaving the document
  • Remove button: Click the X on any tag to remove it
  • Loading indicators: Shows when tags are being created or updated

Multi-tagging Capabilities:

  • Documents can have unlimited tags
  • No restrictions on tag combinations
  • Tags display as colored badges on document cards
  • Real-time synchronization across all views

Finding Tagged Items

Navigation methods:

  1. From sidebar:

    • Click tag name in Tags section
    • Opens tag detail page
    • Shows all items with that tag

  2. From Tags page:

    • Browse all tags
    • Click tag card
    • View grouped items

  3. From tag detail:

    • Expand document type sections
    • View items by category
    • Click item to open

Tag-Based Organization

Common use cases:

  • Cross-project categories: Tag tasks across multiple projects (e.g., “Marketing”, “Engineering”)
  • Priority indicators: “Urgent”, “Bug”, “Enhancement” tags
  • Team assignments: Tag by team or department (e.g., “Design”, “Backend”)
  • Status tracking: “Blocked”, “Waiting”, “Review”, “In Progress” tags
  • Client work: Tag by client name for project organization
  • Feature areas: Tag by application feature or module
  • Sprint planning: Tag items by sprint number (e.g., “Sprint-24”, “Q1-2025”)
  • Work types: “Research”, “Documentation”, “Testing” tags

Creating New Tags

Tags can be created in two ways:

1. Inline Creation (Recommended)

  • While adding tags to any document
  • Type the new tag name in the tag selector
  • Press Enter or click to create
  • Tag is automatically assigned a random color
  • Tag is immediately added to the document

2. Direct Creation

  • Through the Tags management page
  • Allows setting tag properties before creation

Tag Properties:

  • Title (required): The tag name displayed throughout the application
  • Color: Hex color value for visual identification (auto-generated if not specified)
  • Description: Optional explanation of tag purpose and usage
  • Workspace: Automatically assigned to current workspace

Filtering by Tags

Tags can be used as filters across various views throughout Mosic:

Supported Views:

  • Task lists
  • Projects view
  • Spaces view
  • Search results
  • Board views

Filter capabilities:

  • Filter by single or multiple tags
  • Combine tag filters with other criteria (status, priority, assignee)
  • See active tag filters at the top of views
  • Clear individual or all filters easily

View Organization:

  • Group by Tags: Organize items in task lists into groups based on their tags
  • Display Options: Show/hide items without tags

Best Practices

Tag Naming

Recommendations:

  1. Be consistent: Use standard naming conventions
  2. Be descriptive: Clear, meaningful tag names
  3. Avoid duplicates: Check existing tags first
  4. Use conventions: Team-wide tag standards
  5. Keep it simple: Short, memorable names

Examples:

  • ✅ Good: “Bug”, “Enhancement”, “Urgent”, “Q4-2025”
  • ❌ Avoid: “bug”, “BUG”, “Bugs”, “bug-report” (inconsistent variations)

Tag Organization

Strategies:

  1. Categories: Create tag categories (Status, Type, Priority)
  2. Hierarchies: Use prefixes (“Status:Complete”, “Type:Bug”)
  3. Colors: Assign consistent colors to categories
  4. Descriptions: Document tag purpose and usage

Tag Maintenance

Regular reviews:

  • Audit unused tags
  • Consolidate similar tags
  • Update tag descriptions
  • Standardize naming
  • Remove obsolete tags

Tags in Different Contexts

Tags in Tasks

Task tagging features:

  • Add tags through task detail panel under “Organization” section
  • Tags display as colored badges in task cards and list views
  • Filter tasks by one or multiple tags
  • Group tasks by tags in task list and board views

Use cases:

  • Bug tracking (“Bug”, “Critical”, “Regression”)
  • Feature categorization (“Frontend”, “Backend”, “API”)
  • Sprint planning (“Sprint-24”, “Backlog”)
  • Client work organization (“ClientA”, “ClientB”)

Tags in Projects and Lists

Project/List tagging features:

  • Tag entire projects or task lists for high-level organization
  • Project tags help organize portfolio and categorize work streams
  • List tags help categorize collections of related tasks
  • Filter project and list views by tags

Use cases:

  • Client projects (“ClientA”, “Internal”)
  • Department work (“Engineering”, “Marketing”)
  • Project types (“Research”, “Development”, “Maintenance”)

Tags in Spaces

Space tagging features:

  • Apply tags to workspace spaces for area categorization
  • Spaces represent major areas of work within a workspace
  • Filter spaces by tags in the spaces view

Use cases:

  • Organizational units (“Sales”, “Engineering”)
  • Project phases (“Planning”, “Execution”, “Review”)
  • Work categories (“Active”, “Archive”, “Future”)

Tags in Events

Event tagging features:

  • Tag calendar events for categorization
  • Filter calendar views by event tags
  • Organize meetings and appointments

Use cases:

  • Meeting types (“Standup”, “Review”, “Planning”)
  • Event categories (“Client Meeting”, “Internal”, “Training”)
  • Time blocking (“Focus Time”, “Office Hours”)

Troubleshooting

Can’t find a specific tag

Possible causes and solutions:

  1. Wrong workspace context

    • Tags are workspace-specific
    • Switch to the correct workspace to see its tags
    • Verify you’re viewing the right workspace in the sidebar

  2. Tag not yet created

    • Check the Tags page to see all available tags
    • Search for the tag in the tag selector dropdown
    • Create the tag if it doesn’t exist

  3. Spelling variation

    • Tags are case-sensitive in some contexts
    • Check for similar tag names with different spelling
    • Use the tag search feature to find close matches

Tag not appearing in filters

Possible causes and solutions:

  1. Wrong workspace context

    • Tag filters show all tags in the current workspace, regardless of whether any items are tagged
    • Switch to the correct workspace to see its tags in filter dropdowns
    • Verify you are viewing the right workspace in the sidebar

  2. Filter configuration

    • Some views may have pre-configured filters
    • Clear existing filters and try again
    • Check if tag filtering is supported in the current view

  3. Cache issue

    • Refresh the page to reload tag data
    • Clear browser cache if problems persist

Tags not saving or disappearing

Possible causes and solutions:

  1. Network issues

    • Check internet connection
    • Look for error messages in the UI
    • Tags use optimistic updates but will rollback on failure

  2. Permission issues

    • Verify you have member access in the workspace
    • Check with workspace administrator if needed
    • Ensure workspace membership is active

  3. Browser issues

    • Try a different browser
    • Disable browser extensions that might interfere

Too many tags causing confusion

Management strategies:

  1. Consolidate similar tags

    • Review tags for duplicates or near-duplicates
    • Merge similar tags (may require re-tagging items)
    • Remove unused or obsolete tags

  2. Create tag standards

    • Document tag naming conventions
    • Define tag categories and purposes
    • Share guidelines with team members
    • Use tag descriptions to clarify usage

  3. Use tag hierarchies

    • Implement prefix-based organization (“Type:”, “Status:”)
    • Create tag categories for different purposes
    • Standardize color schemes by category

Tag colors not visible or displaying incorrectly

Possible causes and solutions:

  1. Color not set

    • Tags created inline get random colors automatically
    • Edit tag to set a specific color if needed
    • Use distinct colors for important tag categories

  2. Theme or display issues

    • Check if colors display properly in different views
    • Try different theme settings

  3. Accessibility concerns

    • Ensure color contrast is sufficient
    • Don’t rely solely on color for information
    • Use tag names in addition to colors for identification
  • Tasks - Learn about tagging tasks and task management
  • Projects - Project organization and tagging
  • Lists - Task list management and tagging
  • Spaces - Space categorization with tags
  • Calendar & Events - Tagging calendar events

FAQ

Q: How many tags can I create?

A: There is no hard limit on the number of tags per workspace. However, maintaining a manageable set of well-organized tags (typically 20-50) is recommended for optimal usability.

Q: Can tags be shared across workspaces?

A: No, tags are workspace-specific and isolated. Each workspace has its own set of tags. If you need similar tags across workspaces, you’ll need to create them separately in each workspace.

Q: Can I rename a tag?

A: Yes, you can edit a tag’s title by accessing the tag detail page and modifying the tag properties. Changes will automatically update across all tagged items.

Q: What happens when I delete a tag?

A: Deleting a tag removes all connections between it and your documents, but does not delete the documents themselves. This action cannot be undone, so be careful when deleting tags.

Q: Can I use tags for reporting and analytics?

A: Yes, tag-based filtering can help organize and analyze work across various views. You can filter tasks, projects, and other items by tags to create custom views and reports.

Q: Are there default tags in a new workspace?

A: New workspaces start without predefined tags. You can create tags as needed for your team’s workflow. Some workspace templates may include suggested tags.

Q: Can I bulk-apply tags to multiple items?

A: Bulk tagging is not available for tasks, projects, or lists in the current version. Tags must be applied individually to each document. However, bulk tagging does exist for messages and conversations in the Communication module.

Q: Do tags affect document permissions?

A: No, tags are primarily for organization and categorization, not access control. Document permissions are managed through workspace membership and roles.

Q: Can I see who created a tag and when?

A: Yes, tag metadata including creation date and owner is stored in the tag document and can be viewed through the tag detail page.

Q: How do tag colors work?

A: Each tag has a color property (hex value). When created inline, tags receive a random color automatically. Colors can be customized by editing the tag. Colors provide visual differentiation but should not be the only way to identify tags.

Q: Are there keyboard shortcuts for working with tags?

A: Tag operations primarily use the mouse/touch interface. General keyboard navigation shortcuts apply when the tag selector is focused. Check Help & Support for the complete keyboard shortcut reference.