Tags are great for finding and searching for the elements and board you want in Enify. As every users can create new tags you might want a little tips to start off right. Here is some best practises using tags in Enify.
How to use tags successfully?
As every user can create new tags to the Workbench and every other user can see them it is very easy for them to proliferate out of control which leads to unnecessary complexity for everyone. And the purpose using Enify in your workday is to remove complexity, so lets have a look at how we can create for success.
How to turn it into success?
- Good Uses for Tags:
- Identification of elements and Boards relevant to particular Teams or Roles within your organisation: Finance, HR, Field Engineer, Administration, Finance, etc
- Assigning elements and Boards to an overall interest, category or process to group them together for users: Daily Tasks, Monthly report, Programming Guidance, Emergency Response, Games Rulebooks, Surveillance Work, Online Meeting, etc.
- Indicate the maturity of the elements and Boards in the system: In Development, Under Test, Deprecated, etc.
- We recommend that you:
- Make sure you propagate this information to anyone who can create and edit boards and ensure they understand it;
- Create a shared board with links to this information so it is always on hand and easily digested.
General RULES OF THUMB:
- The name of a board or element is the best place for critical information for its purpose as this can be seen all the time. Adding a word there may be more helpful than a tag.
- Always re-use an existing tag if it is "close enough"
- Be very careful when adding new tag that you have spelt it right
- Ask yourself if you really need a new tag... is it useful?
- You can delete tags you have created from My profile - Tags
Tip: This latter point is the most important; If the tag is likely to only be used once or twice then it is probably not needed. If the new tag can be inferred from the name it is not needed. A new tag in only needed if it is bringing something new and beneficial to the majority of users and provides a useful level of extra level of organisation where it is not otherwise obvious.