Overview
The Tagging feature lets you organize and categorize flow models using custom tags at the flow model or step level. This improves discoverability, reporting, and consistency across workflows and process maps.
Key Benefits
Organize flow models and steps with custom tags
Filter and report using tags
Create an organization-specific tag library
Tag Structure
Tags are grouped into Tag Groups, each with a:
Name (unique)
Description
Color
Tag and group names must be unique across the organization.
Permissions
Only users with “Tags - Update” (default for Business Admins) can manage tags in Setup
Any user with edit access to a flow model can apply tags
Managing Tags
Setup → Tags Tab
Create tag groups: Add Tag Group → fill in name, description, and color
Add tags: Edit a tag group → type and press Enter
Tags must be unique
Tags/groups can’t be deleted if used in any draft/published flow model.
Applying Tags
At Flow Level
Open flow model → Details → Tags tab → Add/Remove tags
At Step Level
Open flow model → Select step → Tags tab → Add/Remove tags
Viewing & Filtering Tags
In Library both flow-level and step-level tags are visible for each flow model under “Actions- Tag Icon”.
Note: Step tags displayed are tags associated with the current saved draft
In Start, Maps, To Do, Flows, and Reports
Tags are shown in card view
Use “Find Tags” filter to search by flow-level tags.
In maps, tagged steps show a tag icon.
Click and navigate to Tags tab which shows list of tags applied.
Tag Reporting
A new “Tags” tab is available in the Reports page when the EnableTagging setting is turned ON. Permissions required to access the Tag Reports: Library Access & Reports Access
Key Capabilities
Report Scope Selection
Users can choose to download reports for Process Maps, Workflows, or All (when both are enabled).
If the business has only Process Maps or only Workflows enabled, the scope selection will not appear. In such cases, downloading the report includes all tagged flow models available in the business.
Report Types
Flow Model Tags Report
Fields:
Tag Name
Tag Group Name
Flow Model Name
Flow Model Category Name
Flow Model Type
Flow Model Status (Draft/Published)
Includes both draft and published flow models.
Tags linked to components are also included.
Step Tags Report
Fields:
Tag Name
Tag Group Name
Flow Model Name
Step Name
Flow Model Category Name
Flow Model Type
Flow Model Status (Draft/Published)
Includes both draft and published flow models.
For published flow models, if a saved draft exists, the current draft is considered for step tags.
Tags linked to components are also included.
Automatic CSV Download
Clicking on a report automatically downloads a CSV file.
File names clearly distinguish the report type:
Flow Model Tags Report
Flow Model Step Tags Report
Special Handling
For drafts without a defined Flow Model Type:
Reports include such flow models if tags are present.
Type is displayed as “Not Defined” in the CSV.
For businesses with both Process Maps and Workflows enabled:
Drafts without type defined are included when the “All” option is selected.