Use file tags to organize and surface insights

Adding file tags to your research in Marvin can significantly help your team in two ways:

Just as you categorize notes, you can organize files in your repository with file tags. The tag should be relevant for the entire file.

For example, within the same project, you may interview new users, seasoned users and people in between. Adding tags can help quickly identify and compare insights between these user segments. Similarly, you may want to add tags such as "August 2025" to files to demarcate when the interview was conducted.

You can use this to create effective information architecture in your repository by using shared tags across projects.

To get detailed insights faster, you can filter by file tags on Ask AI and Cross-project analysis. You can even compare information across file tags in Deep Research.

To attach a file tag, head to the Files tab in your project. Locate the file and click the tag icon.

Or you can add tags while accessing the file.

You’ll see a list of tags that your team has been using in Marvin. To add or remove a tag, just check or uncheck the box against it. You’ll see the change take place immediately. You’ll see file tags below the participant list.

To manage the tags or create new ones, click Manage next to Search file tags bar.

You can create different groups of tags, based on what you use them for, such as time period or company name. Within each group, you can create multiple tags. Groups are a way to organize your tags.

To create a new group, select Add new.

To edit a tag, select the group and click the tag name to edit.

Under the name of each file tag group, you can see if it's being used in just the current project or across Marvin. For a specific project, you can hide a tag group that is applied to all projects by clicking Hide against the group name.

Admins and Full seat users may be allowed to create and/or edit file tags. Admins can control these settings under "Templates" in the navigation menu.

Select File tags from the list.

Click File tag permissions in the top right corner to make changes.

You can choose between three settings:

You can use tags to filter and view specific files in your project. You can even search for file tags by name using the search bar.

You can apply multiple filters together, and even see files that have no tags attached (select Untagged files).