Asset Management > Project and asset management > Tags

Tags

A tag is an asset property that you can use to group assets. Create tags to filter for assets that share a common attribute on the Explore page.

For example, each of your organization's assets includes a tag that identifies the regional office that manages the asset. You want to view all of the assets that the Southwest regional office manages. On the Explore page, you explore by tag and then click the SWRegion tag.

The following image shows this configuration:

The Explore page lists the assets that are associated with the SW Region tag.

You can assign tags to all asset types. You must have permissions to assign tags to assets. An asset can have up to 64 tags.

You can find all of the assets that have a particular tag using one of the following methods:

•Click the name of the tag in the Tags column, in any row.
•Explore by tag, and then in the list of tags that shows on the page, click the name of the tag.

The following image shows an Explore page that lists all the tags created for the organization:

The Explore page shows a list of three tags that have been created for the organization. The Name column lists tags NE Region, NW Region, and SW Region. For each tag, the number of associated assets, the description, and the last time the tag was updated appears on the page.

Creating tags

Use an asset's Properties dialog box to create and assign tags for that asset or to create tags to be available for future use.

Perform the following steps to create multiple tags without assigning them to an asset:

1On the Explore page, browse by asset type.

2In a row that contains an asset, click Actions and select Properties.

3In the Tags field, enter the name of a tag that you want to create, and then press Enter.

A tag can have a maximum of 255 characters.

You can't use control characters or the following special characters in project, folder, asset, or tag names:

# ? ' | { } " ^ & [ ] / \

4Continue to enter the desired tags. Press Enter after each tag name to add it to the tag list.

The Properties dialog box shows the asset name as Accounts_Archive. It includes the description and a list of tags associated with the asset. The bottom of the box contains the Save and Cancel buttons.

5After you have entered the tags, delete the tags from the Tags field so that the asset does not become associated with the tags. The tags will still appear in the list of available tags.

6Click Save.

Assigning tags

You can assign a tag to one asset at a time or assign a tag to multiple assets at the same time. You can also assign multiple tags to one asset.

When you assign tags to an asset, you can choose an existing tag or create a new one.

1On the Explore page, navigate to the asset or assets.

2Perform one of the following tasks depending on whether you want to assign tags to one asset or assign tags to multiple assets at the same time.

- To assign tags to one asset, in the row that contains the asset, click Actions and select Properties.

The Properties dialog box shows the asset name, a description, and the Tags drop-down list. The list shows tags that you can assign to the asset.

- To assign tags to multiple assets at the same time, in the row for each asset, select the check box. After you have selected all of the assets, from the Selection menu, select Tags.

The Tags dialog box shows two assets selected and includes the Tags drop-down list.

3Select an existing tag or enter the name of a new tag.

Continue adding tags or creating new tags until you have assigned all of the desired tags.

4Click Save.

Editing and deleting tags

You can edit or delete a tag on the Explore page.

Edit a tag name or description in the tag properties. When you edit a tag, the properties for associated assets update as well. For example, if your m_sales asset has the NorthWest tag and you change the name of the tag to NW, the name of the tag changes to NW in the m_sales asset properties.

If you delete a tag, the tag no longer appears in the asset properties.

1On the Explore page, browse by tags.

2In the row that contains the tag, perform one of the following tasks:

- To edit a tag, click Actions and select Edit. After you make your changes, click Save.
- To delete a tag, click Actions and select Delete.