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How to update taxonomy for your organization
How to update taxonomy for your organization
McKenzie avatar
Written by McKenzie
Updated over a week ago

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.

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.

Head to the Organizational Settings Page, and then click Tags & Taxonomy.

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.

Tags are usually the lowest-level of taxonomy. However, any Tags or Taxonomies can be made visible to the public. Typically the upper levels of Taxonomy will not be made visible, since they encompass lower, more relevant, public-facing levels. In the example below, the eye icons at the right of the red box of the Tags identify that these are visible to the public and usable for tagging by admins. 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 (once made invisible).

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:

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