A tag is a very useful way for process owners to make their processes discoverable in Run. With a tag added to a process, all tasks within that process that are ready to be run will be searchable by users.

How to create a tag

When mapping a process in Map, the option to set tags will be displayed on the right hand side in the properties panel.

When you click add you'll be given a popup window with a few options to choose from:

  • Label - This is what the tag will be called and is visible to those mapping or re-mapping this process or viewing tasks in the process

  • Description - This is for a brief description of the tag and is visible to those mapping or re-mapping this process

  • Display Source Type - Here you can choose from a simple Display Text or Pipeline Key element

  • Tag content - In the final option you need to copy and paste your Pipeline Key from the source field or add in some static text which will display as the tag on the active task

Once saved, this is how the tags will appear in Map

Viewing Tags in Run and Home

Once a tag has been added to a process and the process has been started, users will be able to see those tags on tasks within that process in Run and Home.

Users are also able to search, sort, and filter by context tags. For more information on that, check our sorting and filtering article.

And remember, if you want to save any sorting and filtering criteria, you can use favourites. Find out more in our article Using Favourites in Atlas Play.

How to best use tags

When a role is assigned to a task, but the most appropriate user in that role needs to carry out the task, check that the process has suitable context tags, to allow the appropriate user can identify the task is for them.

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