Open in TheBrain

Tags

Overview

A tag is a thought used to mark a characteristic that can apply to many other thoughts. Unlike a type, a thought can carry as many tags as you like. Tags show up as small icons on the lower-right of each thought they're applied to, so you can see a thought's tags at a glance, but otherwise they stay out of the way and don't clutter the Plex unless you activate them. You can also show tag names, resize the tags, or hide them — see Showing Tag Names, Resizing, or Hiding Tags in the Plex below.

Tags are ideal for characteristics you want to apply across a variety of thoughts that aren't otherwise related to each other. TheBrain's own examples are Important, To Do, and Favorite — a project, a person, and a document could all be tagged "Important" without having anything else in common. Reports and the To-Do List can filter by tag, so you can list everything that shares one (see Reports).

The Plex with Campaign Projects active and tag names shown: Northstar Analytics and Northstar Product Launch carry High Priority with a star, Partner Enablement Kit carries Waiting on Client with an hourglass, and Q4 Retention Campaign and Launch Plans carry Needs Review with a magnifying glass

How to Set Tags on a Thought

  1. Right-click the thought (or open it and use the properties header in the content area).
  2. Choose Set Tags.
  3. Pick one of the brain's tags, or type a name in the Search/Create box at the top of the submenu and choose New Tag to create that tag and apply it. Typing also narrows the list to the matching tags, and a tick marks the tags the thought already has.

The thought menu of Q4 Retention Campaign with Set Tags open: a Search/Create box, New Tag, and the tags High Priority, Needs Review and Waiting on Client, with Needs Review ticked

To tag several thoughts at once, select them and use Set Tags from the selection panel — see Selecting Multiple Thoughts.

How to Remove or Replace a Tag

You manage a tag by acting on the tag itself — its icon on the thought, or the tag where it appears as a relative — not from the tagged thought's own right-click menu.

Going to a Tag

Because a tag is a thought, you can open it to gather everything that carries it: when a tag is the active thought, the thoughts that have it are its children. There are several ways to get there:

The list that the Tags button on the brain toolbar opens: a Search/Create box, New Tag, and the brain's tags High Priority, Needs Review and Waiting on Client, each with its icon

While the Create Thought prompt or the Thought Properties dialog is open, the same shortcut opens the tag menu there instead, so you can set tags on the thought you're creating or editing.

Showing Tag Names, Resizing, or Hiding Tags in the Plex

By default a thought's tags show in the Plex as icons only. To change that, open Settings > Brain > Plex Settings and look under Display:

Setting both Tag Text and Tag Icons to Do not show hides tags in the Plex altogether. These settings are saved with the brain, so in a shared brain they apply to everyone who uses it.

A tag thought's label field is called Tag Abbreviation. When tag text is shown, a tag that has an abbreviation shows it in place of its full name, and pointing at the tag shows the full name.

  • Tags vs. types: use a type for what a thought fundamentally is (Person, Project), of which it can have only one, and tags for characteristics layered on top (Important, To Do). See Thought Types and Types vs. Tags vs. Normal Thoughts.
  • A normal thought can be converted into a tag through the Change Thought Kind dialog.
  • Deleting a tag thought takes that tag off every thought that carried it; those thoughts themselves stay in the brain. Forget Thought isn't offered for a tag, so Delete Thought appears directly on its right-click menu.