PiCosm > User GuideTag Manager

Background

Forget files, folders, directories and other organisational concepts – the PiCosm TagitAll™ system helps you locate and manage your Pi content with unparalleled flexibility by allowing you to create an unlimited number of words and terms associated with your life and/or work and attach them to specific entries within your Pi account.

Tags are currently used by the following Pi features:

  • Acquisitions
  • Contacts
  • Reminders
  • Tasks

There are two types of tag associated with each PiCosm account:

  • Private/Internal
  • Public

Private tags

Associated with you, your account, your organisational/group projects and any people (‘Resources’) in your team. To protect your privacy and security, private tags cannot be searched, shared or otherwise made available externally to Pi.

You must create at least one Private tag to use PiCosm!

Public tags

To help others find your profile using current or future PiCosm features, such as Pi Radar, you may create Public tags associated with your business or personal skills. For example, if you own a small business such as a French restaurant, tags such as Café Paris, French, Cuisine, Restaurant will be appropriate. Or for individuals with a Personal Pi account, examples could include Author, Writer, Copywriter, JQuery, CSS.

Creating a new tag

  1. VIEW > Tags
  2. Enter the name of each tag in the field and click Add/Create control after each entry, as shown in the fig below.

Marking a tag as a project

If you plan to use Pi to share tasks with others and/or do expense reports using Pi Acquisitions, then you must mark any relevant tags as a Project by switching on the checkbox to the right of the tag, as shown in the fig below. For example, Shopping would be a project, whilst Groceries would be a child task of Shopping, so there would be no need to mark Groceries as a project. Likewise, Project Xanadu would be a project, and Marketing a child tag.

Tags marked as projects

NOTE: There is no need to create a tag that encompasses two subjects. For example using the aforementioned examples, you would not need to create a single tag named Shopping Groceries or Project Xanadu Marketing.

Using Public tags for Pi Radar

Pi Radar icon

Got a Location Pi account? Pi Radar allows other Pi account holders to scan for locations in their vicinity that are appropriate to their interests and previous acquisitions. Pi Radar works by scanning a user’s acquisitions and matching any brands and/or items to your Public tags. For example, if you sell cameras and create a Public tag named Cameras, if a consumer has previously logged the acquisition of a camera, then if they are nearby (approx 5 miles), Pi Radar will show your location profile.

Likewise, Pi Radar will also locate brands. For example, if you are well known branded chain, such as, Acme Electronics, then if the consumer has previously logged an acquisition that they purchased from Acme, and you have created a Public tag named Acme Electronics, then your location will appear when they perform a Pi Radar scan in your locality.

PRIVACY

The Pi Contact Manager gives you granular control over who can find or see what in your profile.

Renaming tags

Position the cursor in the appropriate field to make any changes and then click Save. All occurrences across your Pi account will reflect the change.

Saving

There are no Save controls on the Tag manager, everything is saved dynamically.

Use cases

Family – If you are going to use Pi Tasks to organise your family shopping list, then create a Shopping personal tag. You or those you share your list with can then switch on the Shopping tag on the TAGS drop down menu on the PiCosm home page dashboard to show any tasks associated with shopping. If you are using Pi to log acquisitions perhaps for insurance reasons, you could create tags for different types of item, such as Furniture, Gadgets, White Goods, and so on.

Business/Organisation – Create Internal tags associated with your organisations projects and business concepts, such as Project Xanadu, Marketing, Sales and so on. If you plan to promote your business using Pi, then create a few Public tags that will not only help people locate your profile, but also help Pi Radar find you too. For example, Painter, Decorator.

See also


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