Can I customize and add my own categories for Tagging?
You can fully customize the order and color of your categories in your category picker and add your own custom categories.
NOTE: Tagging is an Industry Pro feature.
With your script open, tap Tagging on the Top Toolbar to enter Tagging Mode.
TIP: Learn to customize the Top Toolbar to always show the Tagging tool, if you want.
Touch or click Customize:
### Add a Custom Category
Touch or click Add Category...
...enter its name and choose Save:
To assign a color for a category's tag, touch or click the color dot to the left of the name...
...and choose a color:
TIP: The multi-colored dot at the left will, when touched or clicked, open a custom color picker grid, color wheel or sliders for numeric RGB / HSB values.
After the color's been chosen, any item in the script tagged as being in that category will be highlighted in that color.
If you've already tagged some items and you change a category's color, you'll see a prompt asking you if you want to update the color of those already-tagged items. You can also access this option from the warning icon, which will appear in the upper left corner of the Customize menu if there are tag colors out of sync:
All tag categories are available in the annotation tools, but there may be some categories that you won't be using. You can keep them off the list by moving them into the Hidden section. At the upper right of the Customize Tags sidebar, choose Edit:
Touch or click the blue dot to the left of the tag category name and this tag category will be placed in the Hidden section at the bottom of the list. To make it visible again, touch or click the green dot and it will be moved back into the Visible section:
### Rename, Delete or Re-Order a Tag Category
The built-in tag categories aren't rename-able or deletable. To rename or delete a custom tag category that you've created, touch or click Edit at the upper right of the Customize Tags sidebar. Touch or click into the text field or select the X to the right of the label and you can edit the text in the box. When you're done, touch or click the OK at the upper right of the Customize Tags sidebar.
To delete a tag category, touch or click the red dot to the left of the tag category name and then confirm the deletion:
To re-order the tag category on the list, touch or click Edit at the upper right of the Customize Tags sidebar, then drag the row by holding on the drag handle (the 3-line icon) to the right of the tag category label. When you're done, touch or click the OK at the upper right of the Customize Tags sidebar:
NOTE: If there are any tags in the script associated with a category that's been deleted, those tags won't be removed and will still be included in reports.
If a script has had tag categories hidden, added and / or deleted and / or their colors have been customized, and this tag set is to be used for (for example) all episodes of a particular TV series, save and export the tag set by touching or clicking the Export icon at the upper left of the Customize Tags sidebar:
In the example above, the tag set uses only four built-in tag categories (whose colors have been changed) and two custom categories (Aerial Unit and Second Unit).
Touching or clicking the Export icon will open a prompt to confirm the export of the tag set:
Choose Yes and a standard iOS or macOS share / save screen is displayed:
Save the file to cloud storage or locally or send to a colleague. When they open this file on their device, they will be prompted to make this tag set their default tag set:
To restore the original set of tag categories, go to Edit and click the green dot on each desired category to return it to the Visible section.
How do I use Tagging?
Creating Tagging Reports
How do I Auto-Tag Cast?
NOTE: Tagging is an Industry Pro feature.
To customize your categories…
With your script open, tap Tagging on the Top Toolbar to enter Tagging Mode.
TIP: Learn to customize the Top Toolbar to always show the Tagging tool, if you want.
Touch or click Customize:### Add a Custom CategoryTouch or click Add Category...
...enter its name and choose Save:
Changing a Tag Category's Color
To assign a color for a category's tag, touch or click the color dot to the left of the name...
...and choose a color:
TIP: The multi-colored dot at the left will, when touched or clicked, open a custom color picker grid, color wheel or sliders for numeric RGB / HSB values.
After the color's been chosen, any item in the script tagged as being in that category will be highlighted in that color.
If you've already tagged some items and you change a category's color, you'll see a prompt asking you if you want to update the color of those already-tagged items. You can also access this option from the warning icon, which will appear in the upper left corner of the Customize menu if there are tag colors out of sync:
Hide or Show a Tag Category
All tag categories are available in the annotation tools, but there may be some categories that you won't be using. You can keep them off the list by moving them into the Hidden section. At the upper right of the Customize Tags sidebar, choose Edit:
Touch or click the blue dot to the left of the tag category name and this tag category will be placed in the Hidden section at the bottom of the list. To make it visible again, touch or click the green dot and it will be moved back into the Visible section:
### Rename, Delete or Re-Order a Tag CategoryThe built-in tag categories aren't rename-able or deletable. To rename or delete a custom tag category that you've created, touch or click Edit at the upper right of the Customize Tags sidebar. Touch or click into the text field or select the X to the right of the label and you can edit the text in the box. When you're done, touch or click the OK at the upper right of the Customize Tags sidebar.
To delete a tag category, touch or click the red dot to the left of the tag category name and then confirm the deletion:
To re-order the tag category on the list, touch or click Edit at the upper right of the Customize Tags sidebar, then drag the row by holding on the drag handle (the 3-line icon) to the right of the tag category label. When you're done, touch or click the OK at the upper right of the Customize Tags sidebar:
NOTE: If there are any tags in the script associated with a category that's been deleted, those tags won't be removed and will still be included in reports.
Exporting a Set of Tag Categories
If a script has had tag categories hidden, added and / or deleted and / or their colors have been customized, and this tag set is to be used for (for example) all episodes of a particular TV series, save and export the tag set by touching or clicking the Export icon at the upper left of the Customize Tags sidebar:
In the example above, the tag set uses only four built-in tag categories (whose colors have been changed) and two custom categories (Aerial Unit and Second Unit).
Touching or clicking the Export icon will open a prompt to confirm the export of the tag set:
Choose Yes and a standard iOS or macOS share / save screen is displayed:
Save the file to cloud storage or locally or send to a colleague. When they open this file on their device, they will be prompted to make this tag set their default tag set:
To restore the original set of tag categories, go to Edit and click the green dot on each desired category to return it to the Visible section.
What's Next
How do I use Tagging?
Creating Tagging Reports
How do I Auto-Tag Cast?
Updated on: 16/11/2024
Thank you!