Organize events by tags and lists


Introduction

I Tags and the Lists let you easily organize your events and find them quickly.

In this article, learn how to create, add, or remove one or more tags from your events and how to organize them into manual or automatic lists for more efficient and personalized management.




Before you begin

If you're not yet familiar with how Tags and Lists work, check out these articles:



Manage tags

You can use tags to categorize and organize events, as well as find them easily using the search bar.

Note
The procedures described below use the panel Manage. After selecting one or more events, the panel appears automatically on the right. If you don't see it after making your selection, click the icon top right.

Create a new tag

You can create a new tag from an event' record r from the Manage panel.

From the event record

  1. Select an event, then click the pencil icon Tap here to enter mode edit.
  2. In the Add a tag field, type the name of the new tag
  3. Press ENTER on the keyboard.
  4. Click Save at the top to confirm.

From the Manage panel

This method is recommended if you want to assign the new tag to multiple events at once.

  1. Select events using the icon selection .
  2. In the Manage panel that appears on the right, click Add tag.
  3. Click + Create tag.

  4. Enter the tag you want to create in the designated field and then click Create tag. Click Cancel to go back.

  5. Click the "Add " button in the lower-right corner to apply the tag you created to the selected events.

Note

The number in parentheses next to each tag indicates how many events it is assigned to.

Tip

Before creating a new tag, use the search bar to make sure there isn't already one with the same or a similar name.

Add an existing tag

Existing tags can be added to an event in two ways: directly from the event'record r from the Manage panel :

  1. Select events using the selection icon .
  2. In the Manage panel on the right, click Add tag.
  3. Search for the tag using the search bar.
  4. Check the box next to the tag to select it.
  5. Click " Add " in the lower-right corner to apply the tag to the selected events.


Remove a tag

You can remove a tag from the " record " of a single event or from multiple events at once.

From the event record

  1. Select an event, then click the pencil icon Tap here to enter mode edit.
  2. Click the X icon next to the tag you want to delete to remove it.
  3. Click Save at the top to confirm.

From the Manage panel

  1. Select the events and use the icon selection .
  2. In the Manage panel that appears on the right, click Remove tag.
  3. Use the search bar to find the tag you want to remove, then check the box next to the tag to select it (you can also remove multiple tags at once).
  4. Click Remove in the bottom right corner to remove the tag.


Note

The list shows only the tags that appear in the selected events.

Important

A tag is permanently deleted only when it is no longer associated with an event. For more information, see the article How to Delete a Tag That Is No Longer in Use.


Manage lists

Lists let you group events based on the criteria you choose.

There are two types of lists:

  • Manuals that you update manually.
  • Automatic, which update automatically based on the specified criteria.

To view all the lists you've created, click the " Events " section at the top left.


Manual lists

Manual lists remain unchanged until you edit them.

Create a manual list

  1. Select events using the icon selection .
  2. In the Manage panel that appears on the right, click Add to list.
  3. Since the list you want to add events to hasn't been created yet, click + Create List.
  4. Enter the name of the list you want to create in the designated field and click Create list. Click Cancel to cancel the operation.
  5. Click the "Add " button in the lower-right corner to add the selected events to the list you just created.

Add events to a manual list

  1. Select events using the icon selection .
  2. In the Manage panel that appears on the right, click Add to list.
  3. Use the search bar to find the list you want to add events to, then check the box next to the list to select it.
  4. Click the "Add " button in the lower-right corner to add the events to the selected list.

Note

The number in parentheses next to each list indicates how many events it contains.

Remove events from a manual list

  1. Select events using the icon selection .
  2. In the Manage panel that appears on the right, click Remove from list.
  3. Use the search bar to find the list from which you want to remove the events, then check the box next to the list to select it.
  4. Click the button Remove Click the bottom-right corner to remove events from the selected list.


Automatic lists

Automatic lists update on their own: when an event meets the list's criteria, it is automatically added; when it no longer meets them, it is removed.


Create an automatic list

  1. Use the search bar in the Events section to set one or more search criteria.
  2. Press ENTER.
  3. Click the icon by Save search.
  4. Enter the name of the list.
  5. Click Save list.

Tip

Include the criteria you used to create the new automatic list in its name. This will help you identify it quickly in the future. For example, a name for the list created in the previous image could be: " Free events curated by Anderson—tag 'free' + in: Curated by 'Anderson'."

Add events to an automatic list

To include an event in an automatic list, make sure it meets the criteria you set when creating the list. The event will be added automatically as soon as it meets those requirements.

Remove events from an automatic list

Similarly, you cannot manually remove an event from an automatic list. Events are automatically removed from automatic lists when they no longer meet the defined criteria.



Sort the lists

You can change the order of the lists at any time.

  1. Click the " Events " section at the top left.
  2. Hover the cursor over a list until the drag icon appears.
  3. Drag the list up or down to place it where you want.


Conclusions

Now you know how to use tags and lists to organize events in Artshell.

Tags help you categorize and quickly find events, while lists let you create manual or automatic collections based on the criteria you choose.

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