Seed a team-wide taxonomy with workspace tags

Workspace tags help connect themes across projects and teams. They are designed for global/universal use in a workspace and are housed within workspace tag boards.

Workspace tag boards are commonly used for creating personas, shared feature requests, jobs-to-be-done, platform flows, and more.

• To create a workspace tag board, navigate to ⚙️ Settings → Tags → Create new workspace tag board.

• Once created, you can populate this board with individual tags by selecting + New tag or importing a spreadsheet of existing global tags.

• From there, link your tags to projects or templates so they can be used to analyze data across multiple projects at once. You can use workspace-level tags alongside project-level tags in a single project.

To prevent others from making changes to a workspace tag board, you can choose who has access and the appropriate level they should have.

• To do this, open the workspace tag board, select Share, and assign View only access to the workspace. You will be the only user with Full access to the board.

• From there, we recommend adding your core team in a user group or individual team members to share Full access or Edit access to the board.

Any manager or contributor with View only access to the board can link the tag board to a project, but cannot add or remove tags from this board.