Tags and Bookmarks

Tags let you classify documents by topic or purpose. Pins and shortcuts give you fast access to important items. Together, they help you organize and navigate projects beyond folder structure alone.

Tags

Tags are labels you assign to documents. They are stored in project memory and appear across multiple views in ThinkForge.

How to tag a document

  • Document Info panel — select a document in the Project Navigator, then add or remove tags in the right panel
  • Document focus view — same add/remove interface when viewing a single document's details
  • Forge Doc editor — assign tags when creating or editing a Forge Doc in the extension

Where tags appear

  • Project Navigator → Tags section — shows all tags in the project with document counts. Click a tag to filter the content view to documents with that tag.
  • Document Info panel — colored tag chips on the selected document
  • Cluster Graph — can group documents by tag to see how tagged content clusters together
  • Search — tag search mode finds documents by exact tag match

Hierarchical tags

Tags can be hierarchical using / separators (for example, research/notes or client/acme). Hierarchical tags appear as nested items in the Tags section of the Project Navigator, making it easy to organize many tags into logical groups.

What tags are good for

  • Classifying documents that span multiple folders
  • Marking content by status (draft, final, review)
  • Grouping research by theme
  • Filtering large projects down to a specific topic

Pins

Pinning marks a file or folder as high-priority within the current project. Pinned items appear in the Pinned section of the Project Navigator for quick access.

Pin a document when it is something you return to frequently — a key reference, an active draft, or an important specification. Pins are project-specific.

To pin an item, right-click it in the Project Navigator or use the pin action in the Document Info panel.

Shortcuts

Shortcuts are navigation links to documents, folders, tags, workspaces, or automations. They appear in the Shortcuts section of the Project Navigator.

Unlike pins (which mark importance), shortcuts are about access — they let you jump to a specific location or view with one click. Shortcuts can reference items across projects.

Add a shortcut from any item's right-click context menu.

How they differ

  • Tags classify content. A document can have multiple tags. Tags are searchable and filterable. They describe what the content is about.
  • Pins mark priority. They put important items at the top of the navigator for the current project.
  • Shortcuts save navigation paths. They help you jump to a specific place quickly.

You can use all three together: tag a document for classification, pin it for quick access, and add a shortcut to the folder it lives in.

Tags live in memory; pins and shortcuts live in workspace settings. Tags are stored in the project's semantic memory database and are searchable. Pins and shortcuts are stored in workspace configuration and are purely navigational.

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