Mastering File Tagging in GovDash: The Key to an Organized Data Library
Written by: Diane Sohn
As a proposal manager or business development professional, keeping track of all your proposal and contract documents can be a daunting task. With so much to manage, it's easy for files to get lost in the mix. Luckily, file tagging in the GovDash Data Library offers a simple yet powerful way to keep your documents organized, searchable, and easily accessible.
Why Should You Use Tags in GovDash?
Tags act like smart labels that help categorize and filter documents in the Data Library. Whether you need to organize capability statements, proposal templates, or resumes, tags make it easy to find what you need in seconds instead of minutes. For step-by-step instructions on how to create tags, check out our help article here.
Best Practices for File Tagging
To keep things neat and searchable, follow these pro tips:
Use Consistent Naming Conventions
Define key attributes like service line, document type, or project category.
Standardize capitalization and formatting (e.g., "Cybersecurity" vs. "cyber security").
Leverage Parent-Child Tagging
Think broad parent tags (like “Proposal Documents”).
Use specific subtags (such as “Management Approach” or “Quality Assurance Plan”) for better organization.
Keep Tags Descriptive but Concise
Avoid creating duplicate or redundant tags.
TIP: Create best practices for tagging and share them with your entire team to provide consistency.
Smart Tagging Examples for Your GovDash Library
Category | Example Tags |
|---|---|
Capability Statements and Write-Ups on Core Service Offering | Cybersecurity Capability Statement; Cloud Services Capability Statement; Data Analytics Capability Statement; IT Modernization Capability Statement; Program Management Capability Statement |
Marketing Materials | Brochure; One-Pager; Slide Deck; Elevator Pitch; Press Release; White Papers; Newsletters; Social Media Posts about the Company |
Proposal Documents and Boiler Plate Material | Management Approach; Company Overview; Staffing Plan; Past Performance Summary; Security Documentation/Approach; Corporate Commitment Statement; Technical Approach; Quality Assurance Plan; Past Performance Reference; Resumes; Pricing Volume; Executive Summary; Cover Letter; Risk Management Plan; Transition Plan |
Capture Documents | Capture Plan; Customer Intelligence Report; Competitive Analysis; Win Themes Summary; Teaming Strategy Document; Customer Intel; Customer Kudos; SWOT Analysis; Customer Meeting Notes |
Contract Documents | Active Contract; Expired Contract; Subcontractor Agreement; NDA; Teaming Agreement; Task Order; Modification; Deliverable; Contract Closeout Report; Award Fee Documentation |
Tagging Hierarchy Examples for Your Contract Documents
Contracts (Parent)
Period of Performance (PoP)
Place of Performance
Obligated Amount
Total Value to Date
CLINS
Contract Type
Prime Contract
Subcontract
IDIQ
BPA
Task Order
Delivery Order
Contract Status
Active
Expired
Pending Award
Closed Out
Terminated
Contract Value
<$1M
$1M–$5M
$5M–$10M
$10M+
Performance Work Statement (PWS) (Parent)
Statement of Work (SOW) (Parent)
Rough Order of Magnitude (Parent)
Status Report (Parent)
Deliverables (Parent)
CDRL
GFE List
Performance Metrics (Parent)
CPARS
Milestones
KPI Dashboard
EVM Report
Subcontractor Report
Schedule Variance
Past Performance Writeup
NAICS Code (Parent)
541512
541611
541330
518210
(Add others as needed)
Why File Tagging is a Game Changer
A Single Source of Truth: The Data Library keeps everything in one place—key personnel bios, past performance write-ups, compliance certifications, and more.
Faster File Retrieval: Instead of aimlessly searching, just filter by tags and find the exact document you need.
Seamless Team Collaboration: With a structured tagging system, everyone on your team can locate important files quickly, reducing miscommunication and wasted time.
With GovDash’s flexible tagging system, you take control of your document organization. Spend less time searching and more time winning contracts. If you need further assistance on how to set up your tags in GovDash, reach out to your dedicated account manager or visit the GovDash Help Center.
About the Author
Diane Sohn Account Manager, GovDash
Diane is a seasoned marketing and communications leader with over 25 years of experience in government contracting, proposal management, and project management. She has a strong track record of leading successful bids and helping government contractors secure contracts across diverse sectors. Diane excels in producing high-quality, compliant proposals through close collaboration with capture managers, subject matter experts, and consultants. Her areas of expertise include crafting winning strategies, managing end-to-end proposal development, and supporting efforts across federal, U.S. military, SLED (state, local, and education), and AEC (architecture, engineering, and construction) sectors.