Organizing Workflows and Runs with Tags
Tags are free-form labels you put on workflows and on runs. They cut across departments, so they are the way to group things that belong together for a reason the department structure does not capture: everything touching a particular client, everything that is part of an audit, everything owned by one team that spans three departments.
Unlike a department, a tag is not a permission boundary. Tagging something changes how it is found, never who can see it.
Tag a workflow
Open the workflow's settings and add the tag there. Start typing to pick an existing tag, or type a new one to create it.
To tag several workflows at once, filter the Workflows list to one department, tick the workflows, and use Tag Workflows in the panel that opens. See Take actions on multiple workflows in bulk.
Tag a run
Open the run's settings and add the tag in the same way. Runs carry their own tags, so a run can be tagged with the client it is for while its workflow stays generic.
Runs can also be tagged in bulk. See How to add or delete tags of runs in bulk.
Find things by tag
Once anything in the account is tagged, a Tag filter appears in the toolbar on both the Workflows list and the Runs list. The Runs page can filter on more than one tag at a time, which is how you narrow to the intersection of two labels. See Filtering the runs page with multiple tags.
Tags on steps
Steps can be tagged too, and that is a different job from tagging a workflow. Step tags let you track one kind of task across every run in the account, for example every step that involves a customer signature. See Tagging Steps in Workflows and Runs and Tracking Tagged Steps on the Dashboard.
Keeping the tag list under control
Because anyone who can edit a workflow can invent a tag, tag lists drift. You end up with client-acme, Acme and acme corp meaning the same thing and none of them finding everything.
Two things help. Agree a shape for tag names before people start inventing them, and pick from the existing list rather than typing a new one wherever you can. On plans that include tag management, master admins also get a Tags page under Manage on the Workflows list, for renaming and tidying tags across the account, and tags can be loaded in bulk rather than one at a time. See Bulk Importing Tags.
Video walkthrough
This video walks through using tags to organize workflows and runs.