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Process Tags for Processes, Value Streams, Managed Documents, Attachments

Delete or update process tags within a process, value stream, managed document or attachment.

Written by Hylet Pistorius

A process, value stream, managed document and attachment can be tagged with a 'process tag'.

As a stakeholder, you can add process tags from within a process/value stream/managed document/attachment (explained below) or via bulk change.

Quick Steps to Tag a Process, Value Stream, Managed Document

  1. Open the process/ value stream/ managed document

  2. Select 'Edit Information' at the top of the map

  3. On the details tab, scroll down until you find Tags

  4. Click on the box beneath it to see a list of all existing process tags

  5. Select the desired tag or create a new one by typing the new tag in the box and pressing 'enter' or 'tab'. The new tag will appear in the box

  6. Select the green 'Update' button at the bottom of the card

Quick Steps to Tag an Attachment

  1. Select the attachment. Update Attachment card will open.

  2. On the details tab, scroll down until you find Tags.

  3. Click on the box beneath it to see a list of all existing process tags.

  4. Select the desired tag or create a new one by typing the new tag in the box and pressing 'enter' or 'tab'. The new tag will appear in the box.

  5. Select the green 'Update' button at the bottom of the card.

Edit or delete process tags via the Tags settings page.

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