Skip to main content

Planning Center Help

File tags

See also:

File tags are a way to categorize your files. You can tag and filter your files on the Files page. To access the Files page:

  1. Select the Songs or Media page from the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Manage Files from the dropdown.

Tip

You can use tags to limit which files people can see in a service type by setting up the limited file visibility setting.

Tag groups

Tags are grouped into tag groups. These default file tag groups are created for you:

  • Lyrics and Chords: This group contains tags for each of the types of chord charts you can create with Services (Lyrics, Chord Chart, Capo Chart, Number Chart). Those four tags cannot be deleted, but you can add your own custom tags to that group.

  • Rehearsal Mix: If you've enabled the Rehearsal Mix integration, Rehearsal Mix tags will automatically be created and grouped into a tag group for you.

You can create new tag groups for any tags that don't fit these categories. If you have existing attachment types, these will be converted to file tags and grouped into a tag group called "Custom."

Create file tags

  1. Select the Songs or Media page from the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Edit Tags.

  4. Select the File tab to manage your file tags.

  5. Enter the new tag's name in the Add tag field below an existing tag group.

  6. Select the ➕ plus icon to create the new tag.

  7. In the popup that appears, use the following fields to edit the tag's keywords:

    • Auto-assign when filename contains: The tag will be assigned to any files that have the keywords in this field. The tag name is automatically added as a keyword.

    • Unless file name also contains: The tag will not be assigned to any files that have keywords in this field.

  8. Select Save to finish creating the tag.

If a file name contains a keyword listed within a File tag, the tag will be automatically assigned to the file unless the file name also contains an excluded keyword.

Assign a file tag to a file

You can assign a tag to a file when you create, upload, link, or edit a file.

Filter files using tags

To filter files using tags: select Filter in the upper right corner of the Files page.

  1. Select the Songs or Media page from the top navigation.

  2. Select the Actions button in the top right.

  3. Choose Manage Files from the dropdown.

  4. Select Filter in the top left of the Files page.

  5. Select the Tags tab.

  6. Use the tabs to choose whether to Filter By Tag or by Tag Group.

  7. Use the dropdowns to choose which tags or tag groups to include in your filter.

Best practices for assigning tags to files

When editing a file, you should usually only assign it to a few tags. Only 15 tags can be set per file. If you are trying to assign one file to more than a couple of tags, there's usually a more efficient way.

For example, if you have an orchestra with 20 instruments, you might have 20 tags, one for each instrument. Great! But if you want all instruments to see the main rhythm chart, you'll try to assign that file to all 20 instrument tags, which will take a long time for each file.

Instead, create a new file tag called Rhythm Chart.

Then add Rhythm Chart as an assigned tag for your 20 instrument positions. Those positions will now be assigned to at least two tags.

When you upload a Rhythm Chart, you only have to assign it to one tag, and all instruments will see it.

Tip

If you want everyone to see a file, don't assign it to any tags. Just leave it blank, and everyone can see it.