Tag Management

Documentation for Posit Connect Administrators

The information on this page is for Connect users with the Administrator role.

Overview

In Posit Connect, tags are useful for organizing the content in your system. They make it easy for users to sort, filter, and discover content by relevant topics.

Connect administrators can add, delete, and manage tags in the Connect UI by clicking System in the top navbar, and then the Tags tab. Publishers also have view-only access to the Tags tab.

You can search for categories and tags using the search bar on the Tags tab. Below the search bar, there is also an option to sort (view) the categories you have created by date created (oldest or newest first), or by category title.

Connect users with the publisher and administrator roles can add the tags you have created to their content. For more information on how publishers access and assign tags to their content, see the Content Settings - Tags section of the Connect User Guide.

Note

All tag management actions (e.g., adding, deleting, or editing categories and tags) are audited events.

Tag schema

The set of tags for a given Connect system is called a tag schema. It is a hierarchy used to classify content on Connect, and is composed of categories, tags, and subtags.

Level	Description
Categories	The broadest level of the schema, used to sort tags into logical groupings. You cannot apply categories to content.
Tags	The second level in the schema. You can apply tags to content on their own, or with other tags and subtags.
Subtags	The most specific level in the schema. You can nest subtags any number of layers deep. You cannot apply subtags without also applying their parent tag/subtag.

Best practices for creating a tag schema

A well-structured tag schema makes it easier for users to search, find, and filter content by tags. As your content grows in Connect, a consistent schema also helps prevent duplicate tags.

When designing your schema, choose a formatting style and apply it consistently across all categories, tags, and subtags so that users can anticipate how to search for and find tags. Pay particular attention to:

• Word separators: Use a single approach for multi-word tags (for example, always use hyphens, never a mix of hyphens and underscores).
• Capitalization: Decide on a style (all_lowercase, Title_Case, sentence_case, etc.) and use it everywhere.
• Tag nesting: Keep the depth of categories and subtags consistent. Avoid mixing shallow structures (broad only) with deep ones (very detailed).

Here is an example of a consistent tag schema:

Example

├── geographical_area
|    ├── europe
|    |   └── italy 
|    ├── asia
|    │   └── south_korea          
|    ├── north_america
|    │   └── canada
|    ├── south_america
|    │   └── brazil
└── financial_reports
    ├── 2024
    │   ├── q1
    │   ├── q2
    │   ├── q3
    │   └── q4
    └── 2025
        ├── q1
        ├── q2
        ├── q3
        └── q4

Example in the UI

Adding categories

To add a category in your tag schema:

1. Navigate to System > Tags.

2. Click + Add Category, or type the C key on your keyboard to open the Add Category window.

   

3. In the Add Category window, enter the category name in the Title field and click Done.

   

Adding tags and subtags

To add tags and subtags in a category:

1. Navigate to System > Tags.

2. Click the plus icon + next to either the category name (to add a tag) or the existing tag name (to add a subtag).

   

3. In the Add Tag window, enter the tag or subtag name in the Add a subtag field and click Done.

   

Deleting or editing categories, tags, and subtags

To delete or edit a category, tag, or subtag in your tag schema:

1. Navigate to System > Tags.

2. Click the three vertical dots next to the category, tag, or subtag you want to edit or delete.

   

3. Select either Edit tag name or Delete tag.

   • If editing a category, tag, or subtab, enter the new name into the Rename Tag window and click Done.

     

   • If deleting a category, tag, or subtag, click Delete in the Delete Tag window. Note that deleting categories, tags, and subtags cannot be undone.

     

Viewing content associated with a tag

Connect publishers and administrators can view content associated with a content, tag, or subtag from both the Tags tab, as well as from the Content page. Connect users with the viewer role can view content associated with a category, tag, or subtag from the Content page.

From the Tags tab

From the System > Tags tab, click the list icon next to a category, tag, or subtag.

From the Content page

1. Click Content from the Connect top navbar.

2. Click the Tag dropdown at the top of the content listing.

   

3. Select one or more tags.

Additional resources

Additional information for Connect server administrators related to Tags is available in the following Connect docs:

• Cookbook: Content Organization
• Admin Guide: Content Managment - Tags