Orbit transition support and FAQs

Bynder Orbit Knowledge base

Wrap your head around tags

Tags are labels you link to your files to make them more searchable. They can be creative and personal, and describe specific elements of a file.

You might have already created your file structure (if not, see First steps to a perfect file structure), and you might be wondering how tags are different from categories.

Categories describe properties common to a number of files, and that is why they are used as filters. Tags, on the other hand, describe properties that are unique or specific only to a limited number of files. Normally, if you search on a tag, you'd end up with a handful of files while using a category filter would provide you at least a dozen.

Best practices for tags

We've observed how our users create tags and put together a cheat sheet for you to use when you start managing tags in your portal.

  1. After you've created your file structure and you're left with properties that do not belong to any of the filters, then make them tags.
  2. Give users freedom creating tags, especially in the first 3 months of using the portal. At the same time monitor actively the tags that are being created. For example, if users create a lot of color-related tags, then this is an indication you're missing a color filter.
  3. Do regular tag clean ups: look for varieties of the same tag (like singular and plural forms of the same word or same words spelled in upper and lower case) and unify them.

Do you know...

What next...

Start managing your tags. See Create and manage tags.