What is the benefit of using file tags?
File tags in Marvin help with organizing and grouping files within a project and across projects. Just as you categorize notes, you can categorize specific files in your research repository with file tags.
For example, you may want to add a tag of ‘Interview’ to all participant interview calls. Similarly, you may want to add a tag such as ‘August’ 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. This is extremely helpful when you want to use Ask AI and do Cross-project analysis.
How do I attach file tags?
To attach a file tag, go to ‘Files’ in your project. Locate the file you want to tag and click on the tag icon.
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 on ‘Manage’ next to the tag search bar.
How do I edit and create new tags?
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. Essentially, groups are a convenient way to organize your tags.
For each group you create, you can decide whether you want to use the tags across all projects or restrict them to specific projects.
For a specific project, you can hide a tag group that is applied to all projects by clicking ‘Hide'.
To create a new group, click on ‘Add new.
Give the group a name and click ‘Save’.
To add a tag to it, give it a name and click ‘Add’