Shaker,
I didn't mean to ignore your questions, I just don't have an easy answer for either one. The PDF's Graeme mentioned are helpful.
As for the tagging issue, I do have one suggestion. You can set class filters in the class browser, for example "CPInitializer|CPExpression|CPForStatement" to restrict the class browser to just those classes. This isn't a real dynamic solution, but it's workable. We have thought about maintaining a sort of "working set" tag file of all your open buffers, the only problem is the potential redundancy, and potential inconsistency, since some tag lookups might start failing or succeeding based on what files you have open (for example, a file that is outside of your workspace).
As for toolbar layout, I have to say, I'm pretty fond of the defaults, except that I move References to dock underneath the Defs tool window.