You have several options for creating new tags and managing your existing tag taxonomy:
Learn more about default outcomes, custom tags and tag types.
Creating a new tag group and tag
To create a new tag group or tag, click on the Settings icon above the Tags list within the report and click on "Create tag". Choose a name for your new tag group (or choose an existing group), then enter a tag name for a tag (or several tag names) you would like created.
If you are creating a second tag within a Tag Group that has already been created, simply type the first few letters of the Tag Group and select the group you would like to use from the resulting dropdown.
Tag Groups are the higher level category and provide a more general description (for example, "Increased Awareness of Environmental Issues").
Tags are more detailed descriptions of the specific shift, issue or scale that falls underneath the broader theme in Tag Group (for example, "High", "Medium", "Low" and "None").
Press Enter on your keyboard after entering each tag name to confirm your choice. Switch to adding each tag individually if you prefer to customize description and shortcode for each.
For a simple one-level tagging structure, only fill out the “Tag name” field. Tagging using a hierarchy can be useful when, for example, you have stories or other data and you want to know about both the larger thematic and the specific cases of change that fall within that category, or when you have a survey or interview and want to analyze responses to each question.
Click “Create Tag” to close the window and see newly created tags in the Tagging sidebar.
Once created, your tags will appear in the right sidebar under the teal “Custom Tags” header. In the list, next to each Tag, you will notice a number in parentheses, which denotes how many times the tag has been applied to the current report (also called frequency or “occurrences” in ImpactMapper). Before a Tag has been applied to text, the number will be zero and there will be no number next to the tag.
Editing Tag Groups
To edit an existing tag group, hover over the tag group you'd like to edit in the tag list and click on the Edit icon.
Editing Tags
To edit an existing tag, hover over the tag you'd like to edit in the tag list and click on the Edit icon.
Deleting Tag Groups and Tags
To delete an existing tag group, hover over the tag group you'd like to edit in the tag list and click on the Delete icon.
Creating and Applying Metatags
Metatagging allows you to categorize your Tag Groups into broader categories for analysis, which then appear as summarized and hyperlinked cards on the Data Summary page.
Metatags are analysis filters that give you more flexible analysis possibilities. This helps you review all your data around a particular category in one place. They create cards on the Data Summary page and include the occurrences of all Tag groups and Tags that you have created. You can apply metatags when you are creating a new Tag Group or by editing an existing Tag Group.
Typical Metatags that are used for Grantee reports include: “Context”, “Activities”, “Progress” “Outcomes”, “Challenges”, or “Lessons Learned”, among others.