Assigning Tags To Templates

Learn how to assign tags to templates, making them easier to search, organize, and manage.

Prerequisites:

• Only Admin or Manager roles can assign, edit, or remove tags from templates.

Assigning Tags from the Library

1. Go to the Library.
2. Select Templates.
3. By default, published templates are shown.
   • To view others, switch to the Unpublished or Archived tabs.
4. Select the Templates that you want to assign tags to.
5. Click the blue Actions button and choose Manage tags.
6. A list of available tags will appear.
7. Select one or more tags to add or deselect tags to remove any that were previously assigned.
   • If you need a new tag, click Create new tags at the bottom of the list, enter a name, select a color, and click Save.
   • For more details, see the Manage Tags.
8. Click Save. The selected tags will be assigned to the template(s).

Assigning Tags from the Template Preview

1. Open the template from the Library and open its workspace in Preview mode.
2. On the top-right, click the blue Actions button.
3. Select Manage tags.
4. Select one or more tags to add or deselect tags to remove any that were previously assigned.
5. Click Save. The tags will be applied to the template.

To learn how tags can be used for searching templates, see Using Tags to Find Templates

💡 Tip:
Use consistent tag names (e.g., “Electrical,” “Safety”) so team members can quickly find templates across projects.

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