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, your regional offices manage the assets that only apply to their region. Each of your organization's assets includes a tag that identifies the asset by region. 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 SW Region tag, as shown in the following image:
The Explore page lists the assets that are associated with the SW Region tag.
You can assign tags to all asset types. 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:
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.
Click the name of a tag to see a list of all the assets associated with the tag.

Creating tags

You can create multiple tags to assign to assets.
You can create tags that you want to use for an asset when you configure the asset properties, or you can create multiple tags to be available for future use. To create multiple tags for future use, you use an asset's Properties dialog box.
Follow this procedure if you want to create multiple tags without assigning them to an asset.
    1. On the Explore page, browse by asset type.
    2. In a row that contains an asset, click Actions and select Properties.
    3. In 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.
    The following characters cannot be used on the Explore page:
    # ? ' | { } " ^ & [ ] / \
    Do not use these characters in project, folder, asset, or tag names.
    4. Continue 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.
    5. After 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.
    6. Click 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 assign multiple tags to one asset.
When you assign tags to an asset, you can choose an existing tag or create a new one.
    1. On the Explore page, navigate to the asset or assets.
    2. Perform 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.
    3. Select 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.
    4. Click 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.
    1. On the Explore page, browse by tags.
    2. In the row that contains the tag, perform one of the following tasks: