Tags & Categories

Creating Tags

Step: Open Tags Management

1. On the Dashboard page, click the "Manage Tags" button in the filters section
2. You'll be navigated to the Tags Management page

Step: Show Create Section

1. Click the "+ Add New Tag" button
2. The create tag section will appear

Step: Create Tag

1. Enter a tag name in the "Tag name" field
2. Click the color picker to choose a color for the tag
3. Click the "Create" button
4. The tag will be created and appear in the tags list

Step: Start Typing

1. In the Create/Edit Link modal, click in the "Tags" input field
2. Type the name of a new tag

Step: Create on Enter

1. Press Enter to create the tag
2. The tag will be created with a default color (#007bff)
3. The tag will be automatically added to the link

Editing Tags

Step: Navigate to Tags Management

1. Click "Manage Tags" from the Dashboard
2. You'll see all your tags listed

Step: Edit Tag

1. Find the tag you want to edit
2. Click the "Edit" button next to the tag
3. The tag will switch to edit mode

Step: Modify Tag

1. Change the tag name in the input field
2. Change the tag color using the color picker
3. Click the "Save" button
4. Or click "Cancel" to discard changes

Step: Verify Changes

1. The tag will update immediately
2. All links using this tag will reflect the new name and color

Deleting Tags

Step: Navigate to Tags Management

1. Click "Manage Tags" from the Dashboard

Step: Delete Tag

1. Find the tag you want to delete
2. Click the "Delete" button next to the tag
3. A confirmation dialog will appear: "Are you sure you want to delete this tag? It will be removed from all links."

Step: Confirm Deletion

1. Click "OK" to confirm or "Cancel" to abort
2. If confirmed, the tag will be deleted
3. The tag will be removed from all links that had it assigned

Searching Tags

Step: Use Search

1. On the Tags Management page, find the search input at the top
2. Type your search term
3. The tags list will filter in real-time as you type

Step: Clear Search

1. Delete the search text to show all tags again

Creating Categories

Step: Open Categories Management

1. On the Dashboard page, click the "Manage Categories" button in the filters section
2. You'll be navigated to the Categories Management page

Step: Show Create Section

1. Click the "+ Add New Category" button
2. The create category section will appear

Step: Create Category

1. Enter a category name in the "Category name" field
2. Click the "Create" button
3. The category will be created and appear in the categories list

1. Categories must be created from the Categories Management page first
2. Then they can be selected from the dropdown when creating/editing links

Editing Categories

Step: Navigate to Categories Management

1. Click "Manage Categories" from the Dashboard

Step: Edit Category

1. Find the category you want to edit
2. Click the "Edit" button next to the category
3. The category will switch to edit mode

Step: Modify Category

1. Change the category name in the input field
2. Click the "Save" button
3. Or click "Cancel" to discard changes

Step: Verify Changes

1. The category will update immediately
2. All links using this category will reflect the new name

Deleting Categories

Step: Navigate to Categories Management

1. Click "Manage Categories" from the Dashboard

Step: Delete Category

1. Find the category you want to delete
2. Click the "Delete" button next to the category
3. A confirmation dialog will appear: "Are you sure you want to delete this category? Links using this category will lose their category assignment."

Step: Confirm Deletion

1. Click "OK" to confirm or "Cancel" to abort
2. If confirmed, the category will be deleted
3. Links that had this category will have their category assignment removed (but the links themselves remain)

Searching Categories

Step: Use Search

1. On the Categories Management page, find the search input at the top
2. Type your search term
3. The categories list will filter in real-time as you type

Step: Clear Search

1. Delete the search text to show all categories again

Understanding Tag and Category Scope

Global Tags/Categories

1. Created without selecting a domain
2. Available across all domains
3. Useful for organization-wide tagging

Domain-Specific Tags/Categories

1. Created when a domain is selected in the domain selector
2. Only available for that specific domain
3. Useful for domain-specific organization

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