Tags for assets

Tags enable you to categorize assets such as recipes, connections, data tables, and pages. This enables you to provide additional context and granular organization across projects. Tags streamline asset management by allowing you to filter and search based on specific attributes.

Tags for assets

How tags improve asset management

Tags enhance asset organization by offering flexibility in categorization and search capabilities, by providing the following workflow enhancements:

• Organize assets across projects

• Group assets based on shared attributes, enabling effective management across project boundaries.

• Streamline search and filtering

• Locate assets by filtering based on tags, simplifying the search process.

• Provide better context

• Add context, clarifying the purpose or category of an asset at a glance and improving workspace organization.

Tag management permissions

Tag management is controlled by the workspace settings. Admins or users with workspace settings (WS) permissions can configure which users can create, edit, and delete tags. The following permissions apply based on your configuration:

• Admin users or users with WS permissions can create, edit, and delete all tags across the workspace.
• Users with asset edit permissions can create, apply, and manage their own tags if the Restrict users from creating and editing tags toggle is off. If the setting is enabled, only admins and users with WS permissions can manage tags.
• All users with asset edit permissions can apply or remove existing tags.

Ensure the appropriate permissions are set to allow the necessary users to manage tags effectively.

Configure tag management permissions

Complete the following steps to configure tag management permissions:

1

Navigate to Workspace admin > Settings > Workspace > Tags.

Manage tag permissions

2

Configure the Restrict users from creating and editing tags toggle. This setting controls who can manage tags in your workspace:

• OFF: Allows all users with edit permissions for an asset to create, edit, and delete their own tags. Admins and users with workspace settings (WS) permissions can manage all tags, including those created by others.
• ON: Restricts tag creation, editing, and deletion to admins or users with WS permissions. Users with asset edit permissions can apply or remove tags from assets but cannot create, edit, or delete tags.

3

Click Save to apply your configuration. The permissions are now set according to your selection.

Create and apply tags

Ensure you have the necessary permissions before creating or applying tags across your assets. You can apply tags to assets, including recipes, connections, pages, and data tables, using two primary methods:

Complete the following steps to apply or create tags for an asset from the Assets or Projects page:

1

Navigate to the Assets, Projects, or mixed assets page.

2

Locate the asset for which you plan to apply or create a tag.

3

Click Apply tags next to the asset.

Apply tags

4

Select multiple tags from the list of existing tags, or type a new tag name. If no matching tag is found, click Create to add the new tag. You can add multiple tags to the asset.

Create a new tag

5

Alternatively, click the + (plus) button to open a dialog for creating a new tag with a name, description, and color.

Create a new detailed tag

Complete the following steps to apply or create tags from the detailed view of an asset:

1

Go to the Assets, Projects, or mixed assets page.

2

Locate the asset for which you plan to apply or create a tag.

3

Click the asset to open its detailed view.

4

Go to the Tags section on the sidebar.

5

Click Apply tags next to the asset.

Apply tags

6

Select multiple tags from the list of existing tags, or type a new tag name. If no matching tag is found, click Create to add the new tag. You can add multiple tags to the asset.

Create a new tag

7

Alternatively, click the + (plus) button to open a dialog for creating one or more new tags with a name, description, and color.

Create a new detailed tag

Edit tags on an asset

Ensure you have the necessary permissions before editing tags across your assets. You can edit existing tags for a selected asset by adding, removing, or modifying them using two primary methods:

Complete the following steps to edit tags for an asset from the Assets or Projects page:

1

Go to the Assets, Projects, or mixed assets page.

2

Locate the asset for which you plan to edit tags.

3

Click the asset card's tags section to enter edit mode.

Edit tags

4

Review the list of tags applied to the asset.

Review tags

5

Choose from the following options:

• Select additional tags from the list to assign to the asset.
• Deselect tags to remove them from the asset.
• Search for or create new tags as needed.

Complete the following steps to edit tags from the detailed view of an asset:

1

Go to the Assets, Projects, or mixed assets page.

2

Locate the asset for which you plan to edit tags.

3

Click the asset to open its detailed view.

4

Go to the Tags section on the sidebar.

5

Click Edit tags to manage the existing tags.

Edit tags

6

Review the list of tags applied to the asset.

Review tags

7

Choose from the following options:

• Select additional tags from the list to assign to the asset.
• Deselect tags to remove them from the asset.
• Search for or create new tags as needed.

Manage tags

Ensure you have the necessary permissions before managing tags. Complete the following steps to manage your tags:

1

Navigate to Workspace admin > Settings > Workspace > Tags.

2

Click Manage tags to open the tag management page.

WORKSPACE-LEVEL TAGS

Tags are managed at the workspace level and are consistent across all workspaces within the organization.

Manage tags setting

3

Create new tags, edit existing ones, or delete tags as needed.

SOFT DELETED RECIPES

Recipes use a soft delete strategy, allowing you to restore deleted recipes. When a recipe is deleted, its tags are not removed and are automatically restored with the recipe.

Manage tags

Manage tags directly from assets

You can also manage tags from specific assets using the following methods:

You can access the Manage tags settings from the asset card on the mixed asset or project page.

Manage tags from the asset card

You can access the Manage tags settings from the detailed view of a recipe or connection.

Manage tags from the detailed asset page

Filter by tags

Tags organize assets into categories, enhancing search and filtering capabilities. Complete the following steps to filter assets by tags:

1

Navigate to the Assets or Projects page.

2

Locate the Tags filter.

3

Select one or more tags from the multi-select menu.

Select tags

4

Click Apply to filter the assets by the selected tags.

5

Alternatively, use the keyboard shortcut Command (macOS) or Ctrl (Windows) and click a tag to filter assets for the selected tag.

The page automatically updates to display assets that match the selected tags.

Filter tags