TagIt Module


Tag = a keyword you assign to specific content based on their characteristics or areas of usage.


The TagIt module is a soft search utility for Oqtane that allows tags to be added to a page or a module pane along with some descriptive text. The search does a match on the tags found and displays a list of the descriptive text and a link to navigate to the page.

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You are able to edit the summary from the page where the TagIt module is added. This make is easier to update the summary when in context.


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When a tag is clicked a list of found resources is displayed.


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When adding tags, a list of already used tags is displayed so it is clear what is available to use, this is the master list. As the Tag Text is used in the search, it is ideal to reuse the same tags as much as possible.


Start by clarifying what your tag categories or types are in the most high-level types possible. Keep the goals of your end-users in mind and don’t complicate things. In the example of work instructions for manufacturing, you could for example choose between the following tag categories

  • Task type: safety, cleaning, maintenance, changeover
  • Instruction journey: assembly, commencement, operating, troubleshooting, maintenance, recycle
  • End-user: beginner, medior, senior, expert, manager
  • Machinery: brand, model, type, year



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Along with the TagIt module, there is the TagIt Cloud module. This module is the summary of all tags in site. This module runs the same as the TagIt module but has an expanded search.

The Tags can be formatted with different styles.


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There is also a utility in the settings that will update all instances of the module with the same style information.


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KnowledgeBase
Sometimes it can be tempting to create as many tags as you possibly can for an instruction. This “tagging overload” can backfire badly and actually make it unclear what tags have been used and which ones you should use when looking for content. There is no limitation to the number of tags we recommend using per instruction, sometimes more tags make it easier to find the right information as long as the tags are relevant to the content.

Last updated on 19-Aug-2021

Try to make your tag structure consistent and standardized in order to enhance searchability, scalability and user-friendliness. Things to keep in mind are: * Singular or plural? * Word type: Verbs, nouns, adjectives, or all of these? * Capitalization or lower case? * Symbols and characters?

Last updated on 19-Aug-2021

How many words should a tag be? Our recommendation is simple: keep it to one word per tag. Using that filter example again, instead of creating one tag for “filter cleaning”, we recommend separating these to two tags: “filter” and “cleaning”.

Last updated on 19-Aug-2021

The Tag It module has a scheduled job that needs to be set up.
Log in as the Host user and enable the job. The job only need to run once a week but where the module is being updated regularly, then once a day. The job looks to see if page has been updated and sets the PageLastUpdate property in the module.

Last updated on 09-Sep-2021