Creating & Managing Tags

Tags are a brilliant way to manage and locate your workflows since you can filter your Library to display only workflows with a specific tag (regardless of what folders they may be housed in).

For example, you could have all of your workflows organized into folders such as “Marketing,” “HR” and “Support”, but then tag specific workflows with “Content Creation” or “Onboarding”. That way, by clicking the “Content Creation” tag in your dashboard, you can bring up all workflows with that tag.

Users: In order to create tags, you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.

Creating and assigning tags

To create and assign a tag to a workflow, you first need to locate the workflow you want to assign a tag to.

Start in your Library and click the three dots next to your workflow’s name (or click its name) to open up the right-hand menu.

Click “More options” and scroll down to the “Tags” field. Start typing the name of the tag you want to apply to your workflow in the box provided. If the tag already exists then a dropdown will appear, letting you click on the existing entry to add it to your workflow.

If the tag does not already exist in your organization, then type out its full name and hit “Enter” on your keyboard. This will add it to the workflow and your Library.

Refresh your Library to see the updated number of workflows that have that tag on the left side of your screen, as shown below.

Tags will appear in alphabetical order on the left side of your screen.

Managing tags

Viewing or removing tags

You can see which tags are already attached to a workflow by looking below the tag entry field (the one described above). Current tags are displayed in blue boxes.

You can remove a tag by clicking the “X” at the end of any of the blue tag boxes.

Filtering workflows using tags

To filter your Library using tags, click on any of the tags on the left-hand side of your screen

This will limit your view to only displaying workflows with that particular tag.

Editing and deleting tags

To edit a tag’s name, click on it to filter your Library, then click the cog next to its name at the top of your screen.

Then select “Change tag settings“.

From here you can either alter the tag name and then click “Update” to save your changes, or click “Delete” to delete the tag entirely. Bear in mind that you cannot delete a tag if it is still assigned to a workflow; you will need to remove that tag from all workflows first.

Learn more about workflows, folders, and managing your organization.


 

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