Tagging workflows

You can create and tag instances and workflows to filter and find them easier.

You can define tags for a workflow and then select an appropriate tag for each instance. This might come in handy if you are running, for example, a hiring workflow and want to label the candidates as Rejected or Accepted.

In such a case, you can simply edit your instance and select the correct tag.

Note that you can add or edit tags if one of the following is true:

  • auto-naming is disabled
  • deadlines are enabled
  • priority is enabled

Create tags

  1. Select a workflow to edit.
  2. Add the tags in Available tags.

Now you'll be able to select the right tag for each workflow instance.


You can filter your workflow instances by one or multiple tags. Go to the workflow Overview, click Filters and expand the Tags dropdown to select the tags to search by.

The tag filter can be used to search through active or completed instances and is also available in your task list in the Inbox.