Tags

Group workflows by team, purpose, or status so people can find the right one faster.

What tags help you do

Tags make workflows easier to sort, review, and reuse.

They work best when your team needs to answer simple questions fast:

• Who owns this workflow?

• What is it used for?

• Is it ready to use?

When to use tags

Use tags when you have:

• many workflows in one workspace

• multiple teams sharing the same library

• draft, active, and review workflows at the same time

Tags are especially useful for operations, marketing, support, and internal tools.

A simple tagging system

Start with three tag groups only:

• Team: Sales, Marketing, HR

• Purpose: Lead capture, Reporting, Support

• Status: Draft, Needs review, Approved

This is enough for most teams.

Avoid creating too many tags too early.

Examples that work well

Here are a few strong examples:

• Marketing + Campaign reporting + Approved

• Support + Ticket triage + Needs review

• HR + Onboarding + Draft

These labels are short and easy to understand.

Tagging rules for teams

Keep tags useful by setting a few basic rules:

• Use short names

• Use one meaning per tag

• Agree on the same spelling across the team

For example, pick one format and keep it:

• Needs review

• Not both Review and Need review

What to avoid

Avoid tags that do not help people make a decision.

Examples to avoid:

• Workflow

• Important

• Test 2

These tags add noise.

They do not help people find the right workflow.

Recommended review habit

Review tags whenever you:

• Publish a workflow

• Hand a workflow to another team

• Turn a workflow into a template

This keeps your library clean over time.

Next steps

• Standardize workflow naming in Manage a workflow.

• Prepare reusable assets in Create template.

• Keep the canvas readable in Appearance.