4/14/25

Pt: 2 of 3 Organizing Products in Mydoma Using Tags, Views & Client Sharing Tools

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In this video, I walk you through my process of using a product library to manage projects effectively. I demonstrate how to clip products, tag them for specific projects, and share curated lists with clients for feedback. It's crucial to maintain an organized tagging system to streamline inventory and project management. Please take a moment to review the tagging process and let me know if you have any questions!

Outline

1. Introduction

Overview of the video’s purpose: streamlining design projects using a product library
Why a consistent tagging and organization system is key to managing multiple projects

2. Clipping Products into the Library

Step-by-step demo of clipping products from vendor websites
Adding essential details during the clip (name, price, vendor, URL, etc.)
Tips on maintaining a clean and informative product entry

3. Creating and Applying Tags

Setting up a clear tagging system (e.g., Client Name + Room)
How tags make filtering, sourcing, and organizing more efficient
Importance of consistent tag naming for ongoing clarity
Use cases: room-based tags, project phases, or vendor-specific filters

4. Sharing Product Lists with Clients

How to filter products by tag to create curated lists
Generating shareable links or PDFs for client presentation
How this speeds up feedback loops and decision-making

5. Using the Product Library to Stay Organized

Avoiding duplication by checking existing library entries
Creating favorites or preferred vendor groups using tags
Archiving or tagging by project status (e.g., purchased, pending, approved)

6. Best Practices and Pro Tips

Build out your tagging system early to scale with your project load
Regularly clean up tags and merge duplicates
Treat your product library as a long-term resource—great for reuse across projects