Taxonomy is an optional feature that allows you to apply project or meeting tags throughout your organization to index elements for easier searching, while also making it easier for users to find and follow what interests them.

Taxonomy is generally established at the PublicInput account's creation, and is usually planned and regulated by the account owner, organizational head, or your IT department. Please reach out to the head of your department or organization to determine updates that can be made to your Organization's Taxonomy structure.

The Taxonomy interface lives on its own page where it can be structured flexibly and edited. This page can be found by navigating to the Organizational Settings > Tags & Taxonomy.

Levels can be thought of as the columns within the table of your taxonomy - e.g., manufacturer, make and model of an automobile. In our context, this might be city stakeholders, city business partners and admins on one level; a council and appointed officials on another; and the board of commission, mayor and council district on a third.

To start adding and defining taxonomy levels, click the Edit Taxonomy Levels button in the upper-right corner:

In the modal that opens, click the Add new layer button to add a level and choose a name. You may also revise the names of existing levels here. When finished, click Save Taxonomy Layers to save changes and close the modal.

In order to archive a level, all tags must first be migrated to another level or removed. The option to archive the level will then appear. In the example below, this option does not appear because the lowest level (Sub-Tags - Level 4) has tags in it.

Tags will be the lowest level of your taxonomy. These can be made visible to the public; typically the upper levels will not, since they encompass these public-facing levels. In the example below, the eye icons at the far-right of the Tags column identify the tags that the public can see. Note that some are publicly visible, while others are not. This way things can be categorized, even if only admins can see the tag used.

Existing tags can be edited by clicking on the tag to open the Edit Taxonomy Category modal. In addition to enabling the setting for public visibility, here you may also choose the option to enable subscriptions for this tag. This creates an automatic Communications Topic associated with the tag. This will become more useful as additional features are implemented.

To add a child level to an existing level, hover over an entry in the table and click the green Create a new child button. This will open another modal like the one seen above for creating this new level.

You may also make sub-levels or sub-tags by clicking on the Add new level button to the right of the column headers.


See also:

Tagging multiple comments with tagging rules

Comment Admin Options & Actions

How to create a segment based on Comment tags

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