Settings Location: Navigate to Control Room > Settings > Content & Data Management > Tags to create and manage tags.
Why Tags?
Imagine a library without categories. You’d have to scroll through thousands of books to find what you need. Tags are your library system. They help:- Users find content — Filter challenges by topic, difficulty, or category
- You stay organized — Keep track of what’s what when you have 100+ challenges
- Analytics — See what topics get the most engagement
- Automation — Build rules based on tags (e.g., “all marketing challenges”)
Creating Tags
1
Think About Your Categories
What natural groupings exist in your content? (Topics, departments, difficulty levels, etc.)
2
Create the Tag
Go to Tag Manager, click “New Tag”, give it a name and description
3
Set Color (Optional)
Give it a color so it’s visually distinct
4
Apply to Content
Start tagging your challenges, rewards, and posts
Tag Organization
You can organize tags into groups for better management:By Topic
marketing, sales, product, operations
By Difficulty
beginner, intermediate, advanced
By Department
engineering, design, support, leadership
By Type
training, feedback, fun, strategic
Tagging Content
When you create a challenge, reward, or post, assign relevant tags:User Filtering & Search
Once tagged, users can:- Filter by single tag — “Show me all training challenges”
- Combine tags — “Show beginner training in marketing”
- Search within tags — “Find challenges tagged ‘sales’ with ‘CRM’ in the title”
Tag Analytics
See which tags are most popular:Most Used
Which tags appear on the most content?
Most Engaged
Which tag’s content gets the most participation?
High Performers
Which tags correlate with high completion rates?
Growth
Which tags are growing in usage?
Managing Tags
Rename Tags
Rename Tags
Merge Tags
Merge Tags
Archive Tags
Archive Tags
Bulk Tag
Bulk Tag
Apply a tag to multiple pieces of content at once. Great for retagging after renaming.
Tag Best Practices
Keep It Simple- 10-20 tags is usually enough
- More tags = harder for users to choose
- Start with obvious categories, expand as needed
- Use plural or singular consistently (challenges vs. challenge)
- Use the same naming style (all-lowercase, CamelCase, etc.)
- Define what each tag means if it’s not obvious
marketing:social,marketing:email,marketing:content- Users see the parent tag, can expand to see subtags
- Better organization without overwhelming tag counts
- Don’t tag something with both “easy” and “beginner”
- Pick the most specific tag when overlaps exist
- Remove tags that rarely get used
Common Tag Strategies
Skill Progression
Skill Progression
Beginner → Intermediate → Advanced → ExpertUsers naturally progress through these, and you can recommend “next level” content.
Department Structure
Department Structure
Sales, Marketing, Engineering, Support, LeadershipMirror your org structure so users find content relevant to them.
Content Type
Content Type
Video, Quiz, Discussion, Case Study, How-ToUsers know what format they prefer; help them find it.
Seasonal
Seasonal
January, Spring, Summer, Holiday, Year-EndTag content by when it’s relevant, resurface seasonal content yearly.
Tag Permissions
Depending on your role:- Admins: Full access (create, edit, delete, merge)
- Managers: Can apply tags to content, can’t create new ones
- Editors: Can apply tags when creating content
Next Steps
- Think about your natural content categories
- Go to Tag Manager
- Create 5-10 core tags
- Start tagging existing content
- Monitor analytics to see what’s working
- Refine as you learn what users search for

