Tagging posts on Passle makes it easy to filter through your content. This has a number of particularly helpful use cases:

  • Being able to divide up your insights - for example by topic, the author's business unit/geography, or the type of post;
  • Finding relevant content when generating a newsletter;
  • Pulling posts into other areas of your website - for example profile/sector pages;
  • Making your content more easily searchable;

Furthermore, as each tag has it's own URL, you can then present the collective insights in various formats.

To make the management of tags easier across the Passle network, we have developed an interface to govern this process from a central perspective. The following steps demonstrate where to find the 'Manage Tags' interface and how the hierarchy of tags can be structured.

STEP 1: SWITCH TO ADMIN

Go to your Passle dashboard (passle.net) and select the 'Switch to Admin' option near the top left of your window. NOTE: if you have not been granted Admin permissions, please content your Passle representative to assist with this process. 


STEP 2: MANAGE TAGS 

Navigate to the 'Manage Tags' option for your relevant Passle.  


STEP 3: DECIDE HOW YOU WANT TAGS TO BE STRUCTURED

You now have 3 options when it comes to managing tags - toggle the relevant options on/off depending on whether you want these in use or not: 

  1. Passle Predefined Tags - by adding tags into this box, authors will be presented with these tags in a dropdown menu when they are creating their insight. This will help to avoid typos or deviations and alternative spellings of preferred tags, e.g. 'InsTech' and 'InsureTech'
  2. Passle Default Tags - tags can be assigned to all users within a Passle. Whenever a post is created these tags will automatically populate. They can be unselected when the author is creating their post if not relevant
  3. User Default Tags - each user can have a set of default tags. These are specific to the individual so can be used to highlight which business unit they are in, or the types of topics they will more often than not be talking about  


STEP 4: THE USERS' PERSPECTIVE 

When creating a post, the user has the following tag options (pending on whether these are enabled and already set up):

  1. Select tags from the dropdown of 'Passle Predefined Tags';
  2. Any Passle/User Default Tags will automatically populate and can be deselected;
  3. Free-form - the user also has the ability to type in any other tags which might be relevant