There are a lot of ways you can classify and then sort your jobs in Storykit. With robust taxonomies and collections, you can build all sorts of views on your organization's dashboard.
But perhaps the most powerful way to sort and view your work is to use custom taxonomies to create a unique structure to your specific needs.
Let's do a short loopback into what a taxonomy is and how it's constructed first. A taxonomy is a set of terms that you use to describe a specific aspect of something. So "color" would be a taxonomy. In that taxonomy, you define terms for that aspect, so in this case, "yellow" and "green" would be terms. The taxonomy should do just that, describe one specific aspect and not have mixed terms. So would not want a taxonomy being "Looks" and have terms like "big," "green," and "square" as the terms. No, instead, that would be terms from three different taxonomies; "Size," "Color," and "Shape.
With this short introduction to taxonomies, let's get into how you can build them and – furthermore – why and how to use them.
Why custom taxonomies
There are two reasons for creating and using custom taxonomies: Organizing work and following up on performance on different outtakes of your total output. Both of these functions are available through the Collections feature and its aggregated performance view.
If you create taxonomies that reflect your organization's needs, you can create a more logical dashboard that makes finding and continuing work faster and more efficient than before. But you can also gain aggregated insight into entirely new combinations of your output, like "What's the average retention for videos from Germany, made by the marketing department, about the wind power sector, and with only stock assets"?
An example like that would rely on four different taxonomies: Market, Department, Sector, and Asset Supply (for lack of a better name). But we'll use these fictive examples here to make a point.
How to build them
You can build custom taxonomies on both client and agency level. As all functionality existing on both these levels, they "cascade down but do not aggregate up," which means that all custom taxonomies you create on the agency level are available for all clients – but the ones you create on the client level is bespoke for that client.
Let's create some taxonomies.
- In the right-hand corner of your dashboard, you have a small sub-menu called "Premium Features," and here you find "Taxonomies." Click that.
- Now you're in the Taxonomies view. And the first thing to do is to create a new Taxonomy. So click "New taxonomy."
- This brings up the "New taxonomy" modal, which allows you to give your new taxonomy a name and a description. For our example, this could then get the name "Market," and we could give it a description that reads: "Choose the market that this story is about."
- Hit "Save" to create your new taxonomy. As you probably will have noticed, you also have a checkbox that says: "Add another." If you click that, you can create more taxonomies in succession when you hit "Save," and before you save the last one, you can de-select this checkbox to "save out" of the process. For this first example, we'll settle on creating just this one.
- You now have your new taxonomy, "Market," on the list. Let's start adding terms, which you will choose and set on each job. And here we might well add a few after one and other.
- Click "New term" to bring up the term modal. This is very much like the taxonomy modal in that you are asked to provide a term name and term description. And from here, you can also use the "Add another" checkbox to speed up the creation's workflow.
- So let's add a few markets here; we'll do "Germany," "France," "Japan," "Norway," and "Argentina." We can, of course, add a description if need be. The description serves as an instruction to other users when choosing these. So in the case of markets, it's pretty self-explanatory what they mean. But you can easily have much more complex taxonomies – so make sure that you spend some time giving the correct information here.
- The taxonomies and terms are always editable. You can go back and change details, add more terms, or even remove terms. Just click the more-menu (...) at the item and select "Edit" or "Delete." If you remove terms or taxonomies, they will just be taken off the jobs that may have had them. You will then lose the option of using them in collections and so on, but it will not have any other significance.
- So that will have you up and running, creating these custom taxonomies in no time.
How to use them
So now you have new taxonomies set up for your organization, and you want to use them. There are two parts to using them: Setting terms on a job and using terms to build collections.
Setting terms on jobs
The first part of using the custom taxonomies is actually to set terms for the jobs. You find your custom taxonomies on the overview tab (in the left panel). Scroll down to the part that says Custom Taxonomies, and there you will find them.
Then it's just a matter of setting the term for some or all of these taxonomies. And when setting terms, you can choose one term per taxonomy. This is how taxonomies generally work, where you choose one option – and if you have frequent combinations of terms, you should instead look at these as terms themselves. In our case, we have many jobs that are cooperations between Norway and France; then, we can make a combination term for that. Or we could choose the one that is more the primary market.
Setting the custom taxonomies is non-destructive – meaning that you can always, even after you have published videos from this job, go back and re-classify it if you need to change or add terms, even from new taxonomies.
It's also worth noting that none of these custom taxonomies are mandatory, so that you can use any number of them. This means that you can have taxonomies that do not apply to all jobs and leave those taxonomies blank.
To add a term, click the line under the taxonomy name that says "Edit" when no term is selected. When a term is selected, it's the term's name displayed, so click that to change terms.
Using taxonomies to build collections
So, now you have created taxonomies and set terms on your jobs. The real use case for them is to build smarter collections with your custom taxonomies.
You can read all about building and using collections here – but we'll make a short recap.
- You add a collection to either your agency, client or campaign. This collection will display on your dashboard as a collection of jobs that you use as a sorting mechanism – but can also use to view aggregate performance for the collection.
- As with all settings for collections – in here, you have multi-select for terms. So if you want to create a collection that holds all jobs made in both Norway and France but only in the wind power sector, that is very easy. You can build any combination of terms and other metadata for jobs to create compelling collections – if you want to see the jobs created in the last year or by a specific creator or so.
Let's look at a list of jobs like this (first image) – the names now show the terms set to make a point. To be clear, you name your jobs the way you want to.
In the collection builder, you now have access to your custom taxonomies when creating collections. So in these examples, we have just built collections with the custom taxonomies and named them accordingly – so you can see how the selection turns out. This could give you ideas on how you can build your own really powerful collections and start viewing performance on them.
Norway + Germany | Marketing (4 jobs)
All Stock Only Jobs (8 jobs)
Marketing Jobs in Wind Power and Clean Tech on all markets (3 jobs)
And so on. With custom taxonomies you can control this more or less any way you want to.