Manage Asset Tags

Note: This section describes asset tags in the legacy user interface (Explore > Asset Inventory (Legacy)). To view the new interface documentation, see Inventory.

You can add descriptive tags to define and categorize your assets. You can create tags that do not require any values and also which require values such as specific keywords, booleans, cost, and percentage.

Create a Tag

To create an asset tag:

  1. In the assets list, do one of the following:

    • In any asset row, click the button.

      A menu appears.

    • Select the checkbox next to any asset.

      enables the header bar.

  2. Click Add Tags.

    A drop-down menu appears.

  3. Click Create new tag.

    The Create new tag window appears.

  4. In the Tag name box, type a name for the tag.

    In the Value type drop-down box, select one of the following:

    • I don't want to assign values with this tag

    • Keyword

    • Number

    • Cost

    • Percentage

    • Boolean

  5. Click Save.

    saves the tag, which you can then apply to assets.

    When you create a tag with a value type, a column gets added to the assets table where you can edit the value for that tag. To add or edit the value, click the cell for that tag. For example, if you create a Boolean tag, you can select the required values Yes or No in the specific column for that tag.

 Assign Tags to Assets

Before you begin

To assign tags to a single asset or multiple assets:

  1. In , in the left navigation bar, click the button.

    The Explore page appears.

Scope Action
Assign tags to a single asset

  1. In the assets table, select the checkbox next to the asset to which you want to assign a tag.

    enables the action bar at the top of the table.

  2. Click Actions > Add Tags.

    The list of available tags appears.

  3. Select the checkbox next to the tags that you require.

  4. Click Add.

    applies the tags that do not require any values. For tags that require a value, the Enter Tag values window appears.

  5. Provide the values for the tags, if applicable and click Save.

    applies the selected tags to the asset.

    Tip: To assign tags that require a value, in the row of the asset for which you want to assign a tag, click the cell to add or edit the value for that tag.
Assign tags to multiple assets

  1. In the assets table, select the checkboxes next to the assets to which you want to assign a tag.

    enables the action bar at the top of the table.

  2. (Optional) To select all assets, select the checkbox at the top of the table.

    A message appears at the top of the table that all 25 assets on the page are selected along with a link with the total number of available assets that you can select.

  3. Click Actions > Add Tags.

    The list of available tags appears.

  4. Select the checkbox next to the tags that you require.

  5. Click Add.

    applies the tags that do not require any values. For tags that require a value, the Enter Tag values window appears.

  6. Provide the values for the tags, if applicable and click Save.

    assigns the selected tags to the selected assets.
Scope Action
Add tags to a single asset

  1. To add tags to a single asset:

    • In the row of the asset to add tags, click the button

      A menu appears.

    • Select the checkbox for the asset to add tags.

      enables the header.

    • Right-click the asset you want to add tags.

      A menu appears.

  1. Select Add Tags.

    The Add Tags window appears.

  2. Select or create a new tag.

    adds the tags to the Tags to be Added box.

  3. Click Add Tags.

    adds the tags to the asset.
Add tags to multiple assets

To add tags to multiple assets:

  1. Select the checkbox for one or several assets you want to add tags.

    enables the header.

  2. Select Add Tags.

    The Add Tags window appears.

  3. Select or create a new tag.

    adds the tags to the Tags to be Added box.

  4. Click Add Tags.

    adds the tags to the assets.

Add Tags from the Asset Details page

To add tags from the Asset Details page:

  1. In the Explore page, in the assets table, click the asset name.

    displays the asset details.

  2. In the Tags section, click .

    The Add Tags window appears.

  3. Select or create a new tag.

    adds the tags to the Tags to be Added box.

  4. Click Add Tags.

    adds the tags to the asset.

 Remove Tags

Removing tags for an asset removes the tags from and as a result from all the assets that have the specific tag.

To remove tags:

  1. In the assets table, select the checkbox next to an asset that has the tag applied.

    enables the action bar at the top of the table.

  2. Click Actions > Remove Tags.

    The list of available tags appears.

  3. Select the checkbox next to the tags you want to remove.

  4. Click Remove.

    removes the tag.

Scope Action
Remove tags from a single asset

  1. To remove tags from a single asset:

    • In the row of the asset to remove tags, click the button

      A menu appears.

    • Select the checkbox for the asset to remove tags.

      enables the header.

    • Right-click the asset for which you want to remove tags.

      A menu appears.

  1. Select Remove Tags.

    The Remove Tags window appears.

  2. Select the tags to remove.

    adds the tags to the Tags to be Removed box.

  3. Click RemoveTags.

    removes the tags to the asset.
Remove tags from multiple assets

To remove tags from multiple assets:

  1. Select the checkbox for one or several assets for which you want to remove tags.

    enables the header.

  2. Select Remove Tags.

    The Remove Tags window appears.

  3. Select the tags to remove.

    adds the tags to the Tags to be Removed box.

  4. Click Remove Tags.

    removes the tags from the assets.