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Admin: How to Create Status Tags
Admin: How to Create Status Tags
Updated over a year ago

Status tags are a special category tag to describe where a particular asset may be in an multiple department work flows. For instance, if an organization was making an advertisement, it might need approval from legal, talent, and the vendor.

Go to How to Update Statuses on Status Tags, if you're looking to change the status an asset or group of assets.

In this Article


Status Tag Basics

Status tags can be found in two places. First, they can be seen in the tag asset details. Additionally, when a status tag is selected, a color coded stripe appears on the asset and the asset's thumbnails.

see_status_01.png

This strip is also visible from File Search on the asset thumbnail in Thumbnail Mode, and as a tag in List Mode.

Thumbnail Mode Example

List Mode Example


Create a New Status Tag

CORE admins can create new Status Fields. Status Fields are best thought of within the context of a domain (e.g. Film, Game, TV Series etc). Before creating a new status, CORE admins should consider the following:

  • What should the field be named?

  • What values should this status have available?

  • Will this Status require Color codes?

It is also strongly recommend that status fields be locked, so that new statuses cannot be accidentally added by users.

View Available Status

In this example, we have four statuses available to choose from, and only one is even set. Also, this particular asset is in a Film domain.

Steps to Add a New Status - Admins Only

  1. Select the Admin gear

  2. Click Tag Structure

  3. Scroll Down and click on the bolded Tag Group name: "Status". It doesn't look selectable, but it is.

  4. Then, on the right, you'll see all the status tag fields created for your CORE site. At the bottom, there should be a blank field to add a new one. Type you new status name in this field.

  5. In the image, we've created a new status called "Theoretical Status." Creating a new status field is like any other with the following important details:

    1. Tag is set as STATUS

    2. Tag is displayed in the relevant Domains, and is Locked.

    3. Tag Descriptive selection should contain the key Color with type Input.

  6. Note: Number three is not required for a Status to to work in all cases, but allows for the optional use of color coding tags, and is therefore strongly recommended.

  7. Finally, click the green Save button at the top right, and the status field is created. Now you must add status values. See the next steps below.

Add Values to the new Status Field

Adding new status to the field is the same as any other tag.

  1. Select Tag Values at the top next to Tag Field at the top.

  2. Then use the plus sign to add as many values as you like. In the screenshot below, we've added two and are adding a third.

  3. Click the green save button each time.

  4. The status values are technically complete and can be used by your users, however, you still need to add colors to the values. See the next section Add Colors to Statuses.

CORE Tip: Organizing Your Status Values in the Drop Down

  • CORE organize's tag values alphabetically. If you wish to order your statuses in a particular order to follow a process or pipeline, add numbers to your statuses, such as 01 Review through 10 Approved or 11 Final.

  • And, to mark something OLD or Archived, we recommend black or gray as a color.


Add Colors to Status Tag Values

Now that you've created your status tags, you'll need to add an associated color to each one.

  1. Select the first value in your list. A tag description field will appear below it.

  2. Add a color.

    1. The site will recognize color names, like red, orange, yellow, green, blue, purple, brown, white, pink, and black.

    2. It will also recognize web colors and hex codes. For help in picking colors, see Picking Status Colors below.

  3. Save

In this example, we'll edit the drafted value. We're changing this to the web color PaleVioletRed

Status Colors in UI

Once we save this color we can see the color on assets. First, we see it the PaleVioletRed Stripe on this asset once the Status is changed:

The PaleVioletRed stripe will also show up in file search.

If we we choose different status, with different colors selected, we will see multiple color stripes.


Picking Status Colors

Statuses in CORE can be any color your organization likes. Colors are chosen either by standard HTML color names or by HEX codes. You'll need these to add colors to your statuses if you want something other than red, orange, yellow, green, blue, pink, bron

Standard HTML Color Names

Using HTML Color Names will cover almost all work flow cases. A complete list of HTML Color names can be found on this Wikipedia Page. Both the basic and extend colors will work in CORE. Example in the screenshot below.

HEX Color Codes

HEX codes are also a universal web standard. A code starts with a # and is followed by six more characters. These will be numbers 0-9 or the letters A through F. Examples of HEX Color codes are:

  • #50C7C7

  • #637575

  • #59872B

You can input these color codes into any web color picker online, such as this one from Google, and see what the colors look like. These sites also have sliders so you pick a color and then get the code from them.


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