Updated Apr 23, 2012   //   Reference

Tags are flexible ways of recording information about Families, Rights, Actions and Notes.


Tags are an extremely flexible and easy to use way of categorising data, and for those reasons have become popular in a range of data-intensive applications such as social media and document management.

The Dashboard uses Tags for the same reasons: flexibility and ease of use. However, the Dashboard’s Tags are a little smarter than a simple text attribute:

  • they can have properties of their own, such as email addresses or descriptions;
  • instead of being simply ‘related’ or ‘not related’ to things such as Families or Notes, their relationship with the thing they’re attached to can be defined too (such as Inventor or Attorney).

The Dashboard uses Tags in many different ways: to record relationships such as inventorship and ownership, and statuses such as Filed. Because Tags are so flexible and can be very easily created and modified, you can adapt them as your needs evolve.

The rest of this article explains Tags in general. If you want information on applying or removing them, read this article on the Tag Editor and this one on Tag Column Customization.

Tag Types

Tags are grouped together into Tag Types. There are some default Tag Types:

  • People
  • Organizations
  • Statuses

Plus, you can easily create your own Tag Types to suit your needs, and change them just as easily in the future. For example:

  • Markets
  • Importance
  • Priority
  • Value
  • Departments
  • Funding Sources
  • Technology Area
The default Tag Types are required by the Dashboard, and you won’t be able to remove them or change their names.

Tag Relationships

Each Tag has a Relationship to the thing it’s applied to. You can customize the suggested Relationships for each Tag Type, and when you use a new one, it’s remembered for later. Examples of Relationships that might be useful for People include:

  • Inventor
  • Chief Scientist
  • Principle Investigator
  • Attorney
  • Consultant
  • Manager

If you want, a Tag can be applied to the same thing with different Relationships. For example, one Person can be both an Inventor and a Manager.

Tag Data

Each Tag can have information (sometimes called ‘metadata’) stored with it. This Tag Data is shown when you hover over a Tag, and might include:

  • Email Address
  • Phone Number
  • Contract Number
  • Annual Value (e.g. of a Market)
  • Dates
  • Website
  • Main Contact (e.g. for an Organization)

You can customize the Tag Data which is stored for each Tag within a certain Tag Type. You can make some or all of the Tag Data ‘required’, so that when a Tag is created via the Tag Editor in the Dashboard, that data must be filled in.

There are some Tag Data fields which are required by the Dashboard, and you won’t be able to remove them.

Customizing and Editing Tags

You can customize Tags (add new Tag Types, change settings for Tag Types, and add, remove and edit Tags themselves), on the Settings -> Tags page for each Portfolio..

Applying & Removing Tags

For help on applying and removing Tags, view the help for Tag Column Customization.

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