INCLUDED IN
This feature is included in our Business and Enterprise plan.

Tags

In Oneflow, you can tag your documents and templates to make them easier to find.

Add a tag

1. Go to documents > Open a document.
2. Click on More options > Add tag.
3. A module with all tags will appear, where you can choose the one/ones you need.

If you are an administrator, you can click Manage tags to get to the tag settings.

Manage tags (Administrator only)

1. Go to Admin > Tags.
2. To add a tag, click on +Create tag.
3. Type in name > Confirm.
4. To edit or remove a tag, find the tag click on the action menu.

Choose a color for your tags

You can now use the color picker to customize your tags with color!

1. Go to Admin > Tags
2. Click Edit on the tag you want to edit 
3. Use the color picker to choose a color that fits your workflow > Apply > Confirm.

Colored tags make it easier to organize and quickly identify documents in your workspace!

Tag permissions

A user’s ability to manage tags depends on their account role and the permissions assigned to it. An account administrator with full permissions can always manage tags by default.

It’s also possible to restrict access, so that certain users  can’t add, edit, and delete tags.

Tips and tricks

• Tags help the contents of a documents be searchable. Add "important" or a specific service as a tag, and you'll be able to search it.
• You can add tags to documents and templates.
• If you tag your templates, the tag will automatically be added to the document.
• Tags are sorted alphabetically, but you can use Ctrl+F for a quicker search.