What are tags used for?

A tag is a label that can be added to blueprints and processes to help you identify and find them better. 

Tags added to blueprints are automatically inherited by their processes. You can further edit and remove tags from the processes.

This article covers:

A. Adding tags to blueprints

B. Adding tags to processes

C. Filtering processes by tags

D. Managing tags


A. Adding tags to blueprints

Tags can be added to a blueprint via More Details:

Simply add a new or existing tag and save changes, the tag will appear in the blueprint header and library view. The blueprint tag will also appear on each process that is launched using the blueprint.


B. Adding tags to processes

Tags can be added to a process via  More Details:


C. Filtering processes by tags

You can  filter processes by tags in the process view by creating a custom process view:

You can then view processes by the tag:


D. Managing tags

You can add, edit and remove tags in your organization via Settings > Organization > Tags:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us