Introducing Tags in GlassFrog

A Little Something to Support Innovation in Your Organization

Many folks in Holacracy-powered organizations are experimenting with new approaches to business. These folks have pioneered radically new peer-to-peer approaches for things like performance reviews, budgeting, salary, and more.

To support this entrepreneurial spirit, we’ve added GlassFrog Tags, designed to help our fellow Holacracy® practitioners as they innovate.

Now, anyone in your organization can add tags to policies, roles, or people, and find things by tags in the search results. There’s also a history of who added what for increased transparency and auditability.

Here’s how it works:

The Tag Page & History

When you create a tag, you automatically create a new page for the tag that shows everyone what policies, roles, or people are associated with the tag. You can also enter a description for the tag or add any other useful information.

The tag page shows all of the policies tagged “Spending Auth”

When you view the tag page, you can also access the tag history to see what’s happened with this particular tag.

The history for the tag “Spending Auth” shows who added the tag to each policy and when

Policies

Policies can sometimes be a challenge to organize and find.

Now you can add tags to policies outside of meetings so that you can group them together. You can also add meaningful keywords that folks may use to search for policies — even if those keywords don’t show up in the policy itself.

The policy titled “Spending Authorization — Base Process” has been tagged as “Spending Auth”

For example, if you have multiple policies related to your organization’s budgeting process, you can add a “budgeting” tag to allow anyone to find them all with a single search.

Roles

Tagging roles works the same way that tagging of policies does. You can create a tag and add it to any roles within the organization.

The “Developer” role has two tags — “software” and “technical”

Here are a few possible uses:

• Group roles by field or area like “financial” or “technical”
• Add all of the skill sets needed to fill a role like “software development” or “legal expertise”
• Make it easier for new people to find all of the roles involved in a specific process like “compensation”

However you use it, tagging allows you to create an overview of relevant roles filtered by these tags.

People

Have some folks who are part-time? You can create a tag and tag them. Have some folks with specific skillsets or accreditations? You can use tags for that too.

Lewis is tagged with “software” and “technical” tags

And since tags can be shared across people, roles, and policies, you can see when people and roles share a tag in common.

Pretty cool, right?

At HolacracyOne, we use a badge-based compensation system and we’re pretty excited to experiment with tags to track who holds which badges.

Search by Tags

And my favorite part: GlassFrog’s search will return all results with matching tags. This is especially helpful for policies where common search terms don’t show up in the body of the policy. Or for matching roles tagged with a particular skill to a person tagged with that skill.

This search page shows both the roles and the policies with the “Spending Auth” tag

API and Integrations

We’ve also made adding, editing, and removing tags available through the API for easier integration with your other systems. See our API documentation for more details, or contact us for help.

We’ve got plans to continue evolving and improving tags, so don’t forget to reach out and give us your feedback if you have ideas. We’d love to hear how you’ll use them, too, so feel free to reach out just to share!

……………………………………………………………………………………….

If you’re on our Premium pricing plan, then tagging is already available to you!

If not, you can contact us for help with upgrading.

Want more details? Check out this tagging article in our GlassFrog Knowledge Base.