Tags in Enify make searching for elements and boards easier. To use tags effectively, follow these best practices.
How to use tags successfully?
Every user has the ability to create new tags, which are visible to all other users. In order to use them successfully, it is important to follow some ground rules. The purpose of using Enify in operational team workdays is to streamline their processes and reduce complexity. Let's explore how we can effectively implement tags for success.
Practical Applications of Tags:
- Identifying elements and Boards specific to teams or roles in your organization, such as Well 1-3, Field Engineers, Administration, etc.
- For better organization, categorize elements and Boards based on common themes or processes, such as Daily Tasks, Monthly Reports, Programming Guidance, Emergency Response, etc.
- Showing the status of elements and Boards within the system, like In Development, Under Test, Deprecated, etc.
- Establish clear guidelines for tag usage within your group or organization to prevent confusion. Share this information with all users who can create and edit boards, and consider creating a shared board with links to these guidelines for easy access and understanding.
Key Guidelines:
- Use a board or element's name to provide essential information about its purpose, as this is always visible. Consider adding a descriptive word here instead of using a tag.
- Opt to reuse an existing tag if it closely aligns with the new one you intend to create.
- Exercise caution when creating a new tag to ensure correct spelling.
- Evaluate the necessity and usefulness of a new tag before adding it.
- Delete any tags you have generated from the "My profile - Tags" section.
Tip: It is crucial to evaluate the necessity of a new tag. If the tag is only going to be used once or twice, it may not be needed. Additionally, if the new tag's purpose can be inferred from the name, it is unnecessary. A new tag should only be created if it offers something new and beneficial to the majority of users, providing a useful level of organization where it is not already evident.