Articles on: Tagging

How do I use Tagging?

Scriptation's Tagging tools let you break down a script for production and easily share the work product with the appropriate people. Activate Tagging Mode to assign categories to your annotation tools, then export that information into PDF or CSV reports. Tags transfer like every other annotation, so it's the best way to track elements essential to you through every script revision.


πŸ“ NOTE: This video shows a slightly older user interface, but the instructions are still accurate.


πŸ“ NOTE: Tagging is an Industry Pro feature.


Getting Started


With your script open, touch Tagging on the Top Toolbar to enter Tagging Mode.


βœ… TIP: If the Tagging icon isn't showing in the Top Toolbar, touch or click the plus sign on the right side to show additional icons. To pin it permanently, see Customizing the Top Toolbar.



Any of the annotation tools can be used to tag text from the script. Text boxes, sticky notes, images, and stamps can be inserted and tagged as well.



βœ… TIP: For an overview of the tools and what they do, see An Overview of the Annotation Toolbar.


When an annotation tool is selected, the Category Picker will be displayed in the toolbar above. The categories are industry standard, but they can be hidden, recolored, reordered, or renamed β€” and you can also add custom categories.



Touch or click the Category Picker to assign a category to that tool. In this example, "under-slept CREW" will be tagged as Background Actors. The highlight color under the selected text will change to the tag category's color.



βœ… TIP: You can fully customize the colors, order, and visibility of your category list β€” and create custom categories β€” from either the Customize button in Tagging Mode or from Settings β†’ Tagging in Scriptation 6.0+. See Can I customize my Tagging categories? for the walkthrough.


Tagging Previously Made Annotations


Annotations made outside Tagging Mode can still be tagged afterward, as long as they're one of the types of annotations that can be tagged.


  1. Touch or right-click on any existing annotation and touch or click the Tag icon;



  1. The list of tag categories will be displayed in a palette; select the correct category for the annotation (in this example, the clipboard will be tagged as a prop). Your annotation will now be tagged in that category:



βœ… TIP: This context menu displays the categories in the same order as the larger Category Picker.


Viewing and Modifying Tag Information


Touch or click a tagged item for more options. Your tags contain information about the annotation, the category, and the scene the annotation is attached to, as well as the ability to add a custom note to the tag.



  • Copy β€” copies the tagged text so it can be pasted elsewhere;
  • Layer β€” assigns the tag to a selected layer;
  • Scene β€” manually override the scene to which the tag is attached. Touch or right-click the tag, tap Scene, and select the scene you want to assign the tag to. This tag will now be associated with the scene you selected;


βœ… TIP: This may come in handy for intercut scenes.


  • Category β€” change the category of a tag at any time by touching or right-clicking the tag, selecting the button that displays the current tag category, and selecting a new category. The current category will be bolded in the menu.


Adding Notes


You can add notes to your tags that will be accessible in Scriptation, visible in PDF reports, and shown as a separate entry in CSV reports.


  1. Touch or right-click on the tag and select the Note icon;



  1. A Note window will open. Enter any notes you want to associate with the tag.



You'll now see a transparent sticky note icon attached to the tag to indicate a note is present.



Reports


Generate Breakdown Summaries, Element Reports, and Category Reports, which are available in PDF and CSV formats. Learn more about reports in Creating Tagging Exports: Breakdown Summary, Element Report, & Category Report.



What's Next


Can I customize my Tagging categories?

Creating Tagging Exports: Breakdown Summary, Element Report, & Category Report

How do I Auto-Tag Cast?

How do I share Tagging Customizations with other devices?

Updated on: 02/06/2026

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