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Tag Workflows for Efficient Organization

Learn how to organize and categorize your workflows effectively by using tags.

Updated over 2 weeks ago

Tags help you group and categorize workflows for easier navigation and management. You can use tags to organize workflows by use case, team, security framework, complexity, or any structure that fits your organization.

Using tags improves discoverability and makes it easier to filter, sort, and analyze workflows across your workspace.

How to use

Apply tags to a workflow

You can add tags when publishing a workflow or directly from the Workflows page.

Add tags when publishing

  1. Open publish dialog: Publish the workflow or select Submit for review.

  2. Add tags: Type to search for existing tags, select from suggestions, or create a new tag.

  3. Save tags: Complete the publish or submission process to apply the tags.

Add tags from the Workflows page

  1. Navigate to workflows: Go to the Workflows page.

  2. Locate workflow: Find the workflow you want to tag.

  3. Add or edit tags:

    • Add tags (no existing tags): Click the + icon in the Tags column.

    • Edit tags (existing tags): Click the Edit icon next to the tags.

  4. Select or create tags: Type to search for existing tags or create a new one.

Filter and sort workflows by tags

You can use tags to quickly find and analyze related workflows.

  • Insights dashboard: Filter dashboards by tags to view data for workflows with specific tags.

  • Workflows page: Use tags to locate and group related workflows.

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