account – tags workspace

  • Created

The Tags workspace is the area in Neostella where admins can create, view, and manage tags used across the account. Tags allow teams to group, filter, and organize data using flexible labels instead of rigid structures.

By applying tags to records such as objects, projects, organizations, people, users, groups, permission sets, automations, or workflows, teams can categorize information in ways that match how they actually operate. Once a tag is created, it can be reused anywhere the Tags feature is supported, and multiple tags can be applied to the same record.

Tags are applied directly to records. They can be added, filtered, modified, or removed without altering the underlying data.


 

what a tag is in neostella

In Neostella, a tag is a key–value pair applied to a resource to store contextual information about that resource. Each tag consists of:

  • A key (the tag name)
  • An optional value

Not all Neostella tools currently support tags, but most tools provide tagging capabilities directly within their user interfaces. Across Neostella, users commonly see the option to Assign Tag  when working with supported resources.
 

access the tags workspace

Access the Tags workspace is straightforward:

1. Log in to Neostella.
2. Open the Control Center.
3. Click Account.
4. Select Tags.

Once opened, the Tags dashboard serves as the central workspace for viewing, creating, and managing tag records.

6 STEPS

1. To access the Tags tool, follow these steps.
First, log in to Neostella.

2. Next, open the Control Center.

3. From there, click Account.

4. And then select Tags.

5. Once opened, the Tags dashboard serves as the central workspace for viewing, creating, and managing tag records.

6. You have accessed the Tags tool.

https://www.iorad.com/player/2677576/tags---access-the-tags-workspace?iframeHash=watchsteps-1&lang=en



Next step

 

tags dashboard

The Tags dashboard is designed to give admins a clear, record-based view of all tags configured in the account. It includes the following main components:

1. Tags tool

2. + NEW TAG button

  • Tags editor

3. Toolbar

4. Tags table

  • Name column
  • Description column
  • Objects column
  • Active column

10 STEPS

1. The Tags dashboard is designed to give admins a clear, record-based view of all tags configured in the account.

2. The + NEW TAG button is the entry point for creating new tags.

3. The Tags editor is where tags are created and maintained. Within this editor, admins can define name, description, color combination, size and objects to tag.

4. The toolbar supports common tag management tasks, including searching, filtering, adjusting table and exporting data.

5. The Tags table presents a consolidated view of all tags configured in the system.

6. The Name column displays the tag name and serves as a direct link to the Tags editor.

7. The Description column displays the tag name and serves as a direct link to the Tags editor.

8. The Objects column displays the tag name and serves as a direct link to the Tags editor.

9. The Active column displays the tag name and serves as a direct link to the Tags editor.

10. This has been a Tags walkthrough.

https://www.iorad.com/player/2677591/tags---tags-dashboard?iframeHash=watchsteps-1&lang=en



Next step

 

+ new tag button

The + NEW TAG button is the entry point for creating new tags.

Selecting this option opens the Tags editor, where admins define the foundational information for a tag, including how and where it can be used.
 

tags editor

The Tags editor is where tags are created and maintained. Within this editor, admins can define key tag details, including:

  • Name
  • Description
  • Color combination
  • Size
  • Objects to tag

For existing tags, the same editor can be opened to update or refine tag information. This allows admins to keep tags aligned with evolving account needs without impacting existing records.
 

toolbar

The toolbar supports common tag management tasks, including:

  • Searching tags.
  • Filtering results.
  • Adjusting table density.
  • Exporting tag data.

These tools help admins quickly locate and manage tags as the number of tags in the account grows.
 

tags table

The Tags table presents a consolidated view of all tags configured in the system. Each row represents a single tag and displays its key attributes, allowing admins to:

  • Review tag information at a glance.
  • Identify active or inactive tags.
  • Access the Tags editor when updates are required.

tags table columns

ColumnTypeDescriptionExample
NameInformational / EditableDisplays the tag name and serves as a direct link to the Tags editor.Health Policy.
DescriptionInformationalDisplays the tag description.Health insurance coverage provided to employees.
ObjectsInformationalDisplays the primary objects associated with the tag.Support employee health and overall well-being.
ActiveInformationalDisplays the current status of the tag.Yes.

 

role of tags within my account

Tags play a key role in helping teams manage complexity as an account grows. By adding contextual labels to records, tags make it easier to connect related information across tools, filter large data sets, and build more focused workflows.

Since tags are flexible and non-destructive, they can evolve alongside account processes, supporting organization, clarity, and scalability across Neostella.