Note: This article has been updated for Pagico 9.7.
Your database will grow with an increasing number of projects, so it's important to categorize your projects well before they get out of control. To manage projects, you can put them in Collections, or tag them with keywords. This article covers an optimal approach to tagging your projects, so that you can take advantage of the powerful tag browser which allows you to navigate your projects in a hierarchical structure.
The tag browser is located in the Projects list view. You can see it by clicking on the “Projects” item in the sidebar. This tag browser allows you to browse project by one or a combination of tags, so all you need to do is to tag your projects properly.
Tagging your projects
To help the tag browser generate the tree structure, you tag your projects following these tips:
- Use multiple common keywords for your projects
- Re-use these common keywords across your projects
For example, if I’m a frequent traveler, then I would create a project for each of my trips, and tag them like this:
Tags: travel, personal, 2016 Spring
Tags: travel, business, 2016 Summer
By tagging all my trips in this fashion, I would be able to select the Travel tag, then browse all my trips by nature (personal or business), then filter all trips by time.
In summary, the key to taking the most out of the tag browser is to use multiple keywords for each project, and reuse these common keywords as much as possible.