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How to Use Tags to Organize Your Pieces and Contacts
How to Use Tags to Organize Your Pieces and Contacts

Learn to create, edit, and manage keyword tags to categorize and organize artwork and contacts in your account.

Updated over 5 months ago

Tags are custom keywords that help you categorize, group, and organize your artwork. They are searchable and can be used to filter your inventory, making it easy to find specific pieces.

Creating Tags on a Piece Record

  1. Click into an artwork record or create a new one.

  2. Scroll to find the Tags field.

  3. Type a keyword or phrase followed by a comma or hit enter to separate search terms. A grey box will appear around each tag.

  4. Click the blue button in the bottom right-hand corner to save or update the record.

  5. To remove a tag, hover over it and click the "X" that appears or "delete" on your keyboard.


Filtering Your Inventory by Tags

You can filter by tags in various places within Artwork Archive, such as your main Pieces page, when creating Reports, setting up Private Rooms, or choosing which pieces to showcase on your Public Profile. Wherever the filter bar appears, you can use tags to narrow down your selection.

  1. Navigate to a page where the filter bar is available, such as your main Pieces page.

  2. Click the More box.

  3. In the Tags field, type one or more tags that you want to use for filtering your pieces. When you begin typing, a tag should appear in blue. Click on it to select the tag.

  4. Click the blue Apply button in the bottom right corner to filter your pieces by the selected tags.

  5. The page will automatically update to display only the pieces that have been assigned the selected tag(s).

  6. To remove a tag from the filter, click the blue "x" next to it.

  7. To clear all tag filters and return to your full inventory view, click on "Clear All Filters" at the top of the page.


Creating Tags on a Contact Record

  1. Go to your Contacts page.

  2. Select an existing contact record to edit or create a new one.

  3. Find the Tags field while editing the contact record.

  4. Type a keyword or phrase followed by a comma or hit enter to separate search terms. A grey box will appear around each tag.

  5. To remove a tag, hover over it and click the "X" that appears or "delete" on your keyboard.

* Did you know? You can also create Contact Groups for your contacts!


Viewing and Editing Your Tags

As you create and assign tags to your pieces and contacts, you may need to review, edit, or delete tags to keep your inventory organized and up-to-date.

  1. Navigate to your Account page

  2. Scroll to find the Account Data section where you will find two options:

    • View and Edit Piece Tags - This option allows you to manage tags assigned to your piece records.

    • View and Edit Contact Tags - This option allows you to manage tags assigned to your contact records.

  3. Click on the appropriate option based on the type of tags you want to manage.

  4. On the Piece Tags or Contact Tags page, you will see a list of all the tags you have created.

  5. To edit a tag, click "Edit," make your changes, and then click the blue "Update Tag" button.

  6. To delete a tag, click "Destroy." Please note that this action cannot be undone.


Using Tags + Collections for Organization and Hierarchy

Artwork Archive Tips:

Tags can also be used to create sub-locations for pieces within your inventory. By default, pieces not assigned to a Location Record are assumed to be "in your inventory." Use tags to note specific storage areas where your inventory is kept, such as "flat file drawer 2," or "studio rack." This allows you to maintain a more detailed and organized view of your inventory's physical location without creating separate Location Records for each storage area.

(Note: Organization accounts have access to sub-locations and tertiary locations for even more granular organization.)

In addition to tags, Collections can also be used to organize your pieces and create a hierarchy within your inventory system. Collections allow you to group related artworks together based on criteria such as series, themes, exhibitions, or any other custom category. Pieces can be in multiple Collections at once, and there is no limit to the number of tags or Collections you can create.

Example:

Pablo Picasso's "The Old Guitarist" (1903)

Collection: Blue Period

Tags: monochromatic, portrait

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