Workflow Management: Tags & Descriptions

We've added new tools to help you organize and navigate workflows more effectively.

When creating a workflow, you'll now be prompted to add:

tags — to categorize and filter workflows quickly;
description — to leave notes on what the workflow does or how teammates should manage it.

Both can also be added or edited for existing workflows from the editor or the three-dot menu.

Use the tags icon in the toolbar to filter workflows by tag — combine it with the status filter to narrow results further (e.g. inactive workflows tagged "Web Forms").

Permissions

Users with "Can access and manage workflows" can add/edit tags and descriptions.
Managing the tag list is admin-only ("Manage workspace" permission).
Admins can also enable Presets only mode to prevent users from creating new tags and keep them standardized across the team.