What are tags, and how do I use them?

Tags are used for placing topics or connectors in groups, like marking the topics whose importance is "high" with a text indicator that shows the tag. Tags can be placed on topics and connectors.  They are similar to Markers in that they come in groups (like "Progress" or "Importance") with a set of possible items in each group. For example in the "Importance" group there are items such as "Low", "Medium" and "High". All of which have their own distinct attributes.

Tags appear as text in a small box above a topic and they also have formatting information associated with them including color, shading and shape attributes. Each tag type has separate formatting that can be specified for the Topic, Connector and the Tag shape itself. This allows you to apply common formatting to all topics that share a common tag value, which in turn helps to maintain consistency when you are working with multiple maps.

NOTE: When a topic has multiple Tags, the Topic Text will include all of the Tags, however the formatting of the topic itself will be based on the first Topic assigned.

How to Add Tags to Topics

Tags can be assigned to a topic in a variety of ways:

  • Via right click menu
  • Via the Tags menu in the Ribbon
  • Via the Topic Pane
  • Via the Outline Pane

Via right click menu

  • Select the topic(s) that you would like to tag - Note that you can tag more than one topic at a time.
  • Right click on one of the selected topic(s)
  • Select Tags from the BigPicture pop up menu (See #1)
  • Choose the tag option that you would like. For this example we have chosen the Importance - Low tag. (See #2)

NOTE: BigPicture automatically applies the formatting attributes that are assigned to the Importance [Low] Tag in the Tags Format Worksheet. (See #3)

You can access the Tags Format Worksheet via the BigPicture Ribbon>Tags>Tag Format Worksheet.

Once the Tags Dialog is open you can then click other topics to add tags to them.  

Via Tags menu in the Ribbon

  • Select the topic(s) that you would like to tag - Note that you can tag more than one topic at a time.
  • Select Tag>Add Tags... from the BigPicture Ribbon
  • Choose the tag option that you would like. For this example we have chosen the Importance - Low tag. (See #2)

NOTE: BigPicture automatically applies the formatting attributes that are assigned to the Importance [Low] Tag in the Tags Format Worksheet. (See #3)

You can access the Tags Format Worksheet via the BigPicture Ribbon>Tags>Tag Format Worksheet.

Once the Tags Dialog is open you can then click other topics to add tags to them.  

Via the Topic Pane

  • Select the topic that you would like to tag
  • Open the Topic Pane via the Topic icon in the View section of the BigPicture Ribbon (See #1)
  • Click on the Tags arrow to expand the Tag section of the Topic Pane (See #2)
  • Choose the tag option that you would like. For this example we have chosen the Importance - Medium tag. (See #3)

NOTE: BigPicture automatically applies the formatting attributes that are assigned to the Importance [Medium] Tag in the Tags Format Worksheet.

You can access the Tags Format Worksheet via the BigPicture Ribbon>Tags>Tag Format Worksheet.

Once the Tags section in the Topic Pane is open you can then click other topics to add/edit tags.

Via right clicking in the Outline Pane

You can utilize the Outline Pane to add/remove Tags from Topics and group Topics based on their Tags.

  • Open the Outline Pane via the Outline icon in the View section of the BigPicture Ribbon (See #1)
  • Click on the Tags icon to open the Tags View of the Outline Pane (See #2)

NOTE: Any topics that are not yet tagged will appear in the Not Tagged section of the outline. (See #3)

You can add Tags directly from the outline in the Tags View - which is demonstrated below (See #2), Outline Mode (See #4) or Marker Mode (See #5), as well.

  • Right click on the topic name in the outline that you would like to tag
  • Select Tags in the pop up menu (See #6)
  • Choose the tag option that you would like in the Tags Dialog window.

In addition to viewing your Topics grouped by their Tag type as shown below, you can utilize the Options dialog (See #7) to set up Summary views. For example you could view which topics have High Importance and are only at 20%. To explore this in greater detail, view the Tags Outline View Features article.

Via drag and drop in the Outline Pane  

You can utilize this functionality if there have already been tags assigned elsewhere in your map.

The Outline Pane has the ability to group topics based on their Tags.

  • Open the Outline Pane via the Outline icon in the View section of the BigPicture Ribbon (See #1)
  • Click on the Tags icon to open the Tags View of the Outline Pane (See #2)

Any topics that are not yet tagged will appear in the Not Tagged section of the outline.

  • Click and hold mouse button down on the topic that you would like to tag (See #3)
  • Drag the topic to the Tag type that you would like to assign to it. (See #4)
  • When you release the mouse, the name of that topic will appear in the group that you assigned it to and the correct formatting will automatically be assigned. (See #5)

How do I add Tags to Connectors?

You can add a Tag to a connector via the Tags dialog.

  • Right click on the connector(s) that you would like to tag
  • Select Tags (See #1)
  • Choose the tag option that you would like. For this example we have chosen the Low Importance tag. (See #2)

NOTE: BigPicture automatically applies the formatting that is assigned to the Importance [Low] Tag in the Tags Format Worksheet. (See #3)

You can access the Tags Format Worksheet via the BigPicture Ribbon>Tags>Tag Format Worksheet.

How do I Format a Tag?

Tag formatting is specified in the "Tag Formats" worksheet.  This can be shown and edited by the user using the View Tag Formats Worksheet.

  • Click on the Tags icon in the BigPicture Ribbon.
  • Select View Tag Formats Worksheet.  (See #1)

If you haven't added you own tags, this worksheet contains some default Tags and formatting. (See #2)

The shapes in the worksheet can be changed to any desired Excel shape type or formatting.  After you have finished formatting, click on the Close Tag Formats Sheet link in the top right corner of the worksheet.

Select Refresh Tag Formats (See #3) from the BigPicture Tags menu to update the tagged topics and connectors in the map to reflect the new formats.

NOTE: This worksheet shows shapes for all Tags the user has selected with Include Formats? in the Manage Tags dialog.  

Built in Tags for Org Charts, Data Maps and Converted Decision Trees

BigPicture comes with some built in tags for Org Charts, Data Maps and Converted DecisionTrees. If you have a preference in the way you would like to have those maps look, you can change their appearance by clicking on the Tags icon (See #1) in the BigPicture Ribbon and selecting View Tag Formats Worksheet.  When you have finished editing the format simply click on the Close Tag Formats Sheet (See #2) link, located in the upper right corner.

Built in Tags for Org Charts, Data Maps and Converted Decision Trees

How do I add my own Tags?

To set up your own Tag groups and items:

  • Click on Manage Tags from the Tags menu in the ribbon. (See #1)
  • Click on the green Add icon to the right of the group names to add a new group. (See #2)
  • Click on the green Add icon to the right of the Tag Names box to add individual Tags. (See #3)

If you simply click OK these tags will be available for this map only.

If you click Save As Defaults your new Tags will be available for all of your maps.

The Tags Format Worksheet will open. Scroll to the bottom of the worksheet and you will find your new group of Tags. At this point you can edit them accordingly.

How do I add my own Tags?

How do I clear a Tag from a Topic?

To clear a tag from a topic, select the topic, right click and select Tags. When the Tags dialog opens, click on the Tag that you would like to remove and click on the red [x]. (See #1) Close the window when you have finished. Your map will update accordingly.

NOTE: The Tag will be removed, however, if there was a color format associated with the tag, the formatting will remain until you change it to another color.

How do I clear a Tag from a Topic?

Tag Options

Hide Tag Text for Groups

You can choose to hide the tag text box for specified tag groups, or you can choose to change the global options for Tags. (See Global Tag Display Options below.) When choosing to Hide Tag Text for a specific Group of Tags, please note that the color and shape formatting to the topic will still display as specified in the Tag Formats Worksheet. However, the actual Tag Text and the Tag Text Box will remain hidden.

To hide Tag Text for Groups:

  • Click on a Topic that is tagged with the Tag Group that you would like to hide.
  • Choose Tags>Manage Tags from the BigPicture Ribbon.
  • Click on the Group Name and put a check in the box under Hide Tag Text? (See #1)
  • Click OK to apply this setting to only the current map. Click Save As Default if you would like to save that particular setting globally.

NOTE: Connectors can have tags too, but the tag text is never visible.  Connectors just use the formatting specified for the tag.

Hide Tag Text for Groups

Global Tag Display Options

You can choose to change your Map Setting to have Marker and Tags always display, display for only selected topics, or be kept hidden.

To do this, click on Map Settings>Display Markers and Tags

Then choose your preference.

The shape/color attributes for Tags will always continue to display for any of the options chosen. However, the actual "tag" that gets placed above the topic is what can be always shown, shown only when the topic is selected, or it can be hidden all the time.

Global Tag Display Options

Saving Tags as default for future maps

To set your default tag lists for your maps, open the Manage Tags dialog, make your adjustment and then click on the Save As Default option so they can be used with any future maps.

Saving Tags as default for future maps