Use tags in content

Add an existing tag to an article

Once a tag exists, you can add it to articles.

Authors with the default Editor or Writer role can add existing tags to articles. If you're using a custom role, you'll need to have the Tag custom author role permission to Add existing tags to articles. Custom role authors with this permission and the Add new tags permissions can also create new tags; custom role authors with only the Add existing tags to articles permission can only start typing and select from existing tags.

To add an existing tag to an article:

  1. In the article editor and in select category editors (topic display and custom content), select the Tags text box below the editor.
  2. Start typing the name of the tag. As you type, a list of autosuggested matching tags appears. You can use the arrow keys and Enter or select with your mouse to select the tag you'd like to add:
  3. Once you've finished adding tags, be sure to Save the article or category you're working in.

Add multiple tags at once
You can also add existing tags in bulk by pasting in a comma-separated list. For example, pasting in alpha,bravo,charlie,delta will add the tags alpha, bravo, charlie, and delta. If you enter a tag that's already added to the article, the duplicate is detected and removed. Refer to Create a tag for more details.

Remove a tag from an article

Have you added a tag that's no longer relevant for an article or category? You can remove it while editing that content. This leaves the tag in your Tags page and only removes it from the content you're viewing.

Authors with the default Editor or Writer role can remove tags from articles and categories. If you're using a custom role, you'll need to have the Tags custom author role permission to Remove tags from articles.

To remove a tag from an article:

  1. In the article editor and in select category editors (topic display and custom content), go to the Tags text box.
  2. Select the "x" on the card of the tag you'd like to remove.
    The Tags section of the article editor. A tag card is highlighted and an arrow points to the X in that card.Select the "X" next on the tag card you'd like to remove.
  3. Be sure to Save the article or category.

Delete a tag completely
Removing a tag from an article only removes it from the article. That tag still exists in your Tags page and can be used elsewhere. If you'd like to delete a tag from your knowledge base completely, head to the Tags page to delete it. Refer to Delete a tag for more information.

Add tags to multiple articles in bulk

While you can easily open individual articles for editing and add tags to them, there are times when you might want to add a tag to multiple articles at once.

For example, perhaps you want to flag all the articles that haven't been updated in the last year as "needs update", or you've created a new department-specific tag and you want to add it to all the articles in one of your categories.

For this scenario:

  1. Create a custom filter in Manage that displays the articles you want to add the tag to, or use search within a filter. Refer to Create a custom Manage filter for more detailed instructions.
  2. Use the checkboxes to select the articles you want to add the tag to.
  3. Use the Bulk edit option to add the tag to all the selected articles. Refer to Bulk edit articles in Manage for more information on completing bulk edits.

Our default Editor and Writer roles have permission to bulk edit articles. If you're using a custom author role, that role must have the Articles custom author role permission to Edit articles in bulk to bulk edit articles.