Tagging artifacts

Tags are powerful tools for categorizing and organizing spaces, processes, decisions, policies, user groups, and other content within the platform. By effectively using tags, users can streamline searches, improve content organization, and facilitate collaboration. Tags can be invaluable for grouping and analyzing processes, especially in reporting or auditing. You can also use tags to streamline process reviews, audits, and performance evaluations.

Create and edit tags

Crete a new tag

  1. In the Library or Space page, hover over the artifact name. The snapshot button option appears as a tile beneath an artifact name.
    Tip: In the Artifact page, the Add Tags option appears along with the artifact name.
  2. In the Tags field, type the tag name and press Enter. A new tag is created. If the tag exists, it appears as an auto-suggestion while typing.
    Note: You can add multiple tags to a single item to categorize it based on different criteria. Multiple tagging helps group content across various dimensions for better organization.
Edit tags
  1. After a tag is added to an artifact, the label automatically changes to snapshot button.
  2. In this mode, you can modify the existing tags or add new tags to better categorize or describe the artifact. You can also remove the tags that are no longer needed.
Filter and view processes or artifacts with a tag
  • In the Library, you can filter items by tags, in the Filter textbox, search the tags that you want to filter.
  • Click a tag to search for all the artifacts associated with it. The search page with more filter options for tags appears.
  • Tags are displayed in the Artifact tab. From here, you can view, add, or remove tags
Important:
  • Use a consistent naming convention for your tags to ensure clarity and uniformity (for example, #Finance, #HR, #ApprovalWorkflow).
  • Tags need to be meaningful and directly relevant to the content they are associated with. Avoid tags that use overly broad or vague tags.