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Overview
Adding Contextual Tags to Knowledge Items enables a more personalised learning experience by showing users only relevant content. This feature is ideal for managing content specific to regions, job profiles, or offices, ensuring users only see what pertains to them.
Imagine you’re creating a global onboarding course for a company with offices in multiple countries. By using Contextual Tags, you can tag specific Knowledge Items —like policy documents, FAQs, or team directories — for each region. Employees in France would see French policies and French team contacts, while those in the U.S. would view items relevant to the U.S. This makes content management easy while ensuring every user gets information tailored to their needs.
Options for Contextual Tagging
Use this option to apply tags to each Knowledge Item individually, such as specific FAQs, checklist items, or people entries.
Assign Single Tag to Multiple Items at Once
Select this option if you want to apply a single tag to multiple Knowledge Items at the same time for quick tagging.
Example: Apply the “Remote Workers” tag to all relevant checklist items with one action, making them visible only to remote employees.
Individual Tagging
This option allows you to manually apply different tags to each Knowledge Item one by one.
Example: Manually tag different office policies for “New York,” “London,” and “Tokyo” branches based on each item’s location relevance.
This option allows you to apply tags to an entire category of items. Every item within the category will inherit the selected tag.
Example: If you have a category named “France Office,” adding a “France” tag will automatically tag all content within this category for users in France.
Steps for adding contextual tags to knowledge items
→ Access the Course Editor
Navigate to ‘Courses’ in the main menu.
Select the Course containing the Knowledge Item you want to tag and click on ‘Editor’ in the bottom left.
→ Enable Tagging for Knowledge Items
Select ‘Knowledge’ from the options on the left.
Go to the desired Knowledge Item and click the gear icon to open the settings.
Click on ‘Enable tags’.
Choose your tagging method:
Per Item: Assign tags to individual items like specific FAQs, checklist items, or people.
Per Category: Assign tags to an entire category, applying it to all items within.
→ Tagging Per Item
Apply a Single Tag to Multiple Items
Go to ‘View’ in the Knowledge Item.
Click on ‘Select Tags’.
Select a Tag from the list.
Choose the items you want to tag.
Click ‘Save’.
Add Tag(s) to Individual Item(s)
In the Knowledge Item, click on ‘View’.
Click the pencil icon next to an item to edit it.
Scroll to the Tag section and click ‘Add’ next to the desired tag type.
Choose the tag(s) and click ‘Save’.
→ Tagging Per Category
Ensure ‘Select tags per Category’ is enabled (from Step 6 above).
In the Knowledge Item, click on ‘View’.
Click ‘Categories’ in the top right.
Go to the category you created and click the Tag icon next to it.
Select the desired tag(s) and click ‘Save’.
For more information on creating and managing categories, check out the article: How to create Categories for your Knowledge Items.
Using the Tag Filter
To preview content based on tags:
Click the 'View as' in the top right to open the filter.
Choose a tag from the dropdown to see only tagged content.
Click ‘Save’ to filter tagged items.
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