Forum Discussion
Tag Management
Hey @ag_ana,
When merging, I would be able to multi-select using the Command+click (or Shift+click for multiple items in a row), and then, when the pointer is over one of the highlighted items, the context menu would show up (either by default or with a "right" click) with an option to Merge or Delete, much as the "right" click for an individual tag shows Rename or Delete.
When Merge is selected, I would expect one of two actions would occur:
1. A menu would appear requesting the user choose which tag name to keep (e.g. "Finance", "Financial" or "Edit...," which pre-populates the text field with both former tag values).
2. The user would be presented with an "Are you sure you want to merge the following tags?" message with the tags listed.
If the user selects "yes," the tags would be merged with a merged name in alphabetical order (e.g. "Finance Financial") and applied to all associated entries.
Option 1 above requires input at the time of merge, and saves the user a couple clicks (by showing the entries to be added, no additional confirmation is required, and the edit saves a right click to choose 'rename' to get a similar result):
While the Advanced Search option is one way to find the tags, it also requires unnecessary clicks. What if I want to see that view all the time for some reason? I have to reselect / click into the Edit and Find menus every time I want to see that.
While I'm on the topic, why is "show advanced search options" under Find and not under View? It should be a toggle to always show it or not, much like "Show Item Counts" or "Vaults"
While dragging an entry over an existing tag is an option, there is no easy way to create a new tag without editing an existing entry. If the app had an always-present "Tags" section on the page, and a one-click to enter a new tag, it would allow a user to quickly create a new one. . For reference, http://www.rememberthemilk.com uses this type of interface:
Alternatively, including a "+" or a "right click" menu on the Tags list in the left panel would also allow me to create a tag without initially assigning it to a given entry.
If building on the Tag functionality, I would also request that you allow dragging a tag over another one to nest it. It would provide a consistent UX around tag management (drag an entry over a tag to tag it, drag a tag over another tag to nest) and would mitigate the need to manually define using a "/".
Thank you.