--- title: "Tagging" slug: "tagging" updated: 2026-04-30T08:33:24Z published: 2026-04-30T08:33:24Z canonical: "docs.preset.io/tagging" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.preset.io/llms.txt > Use this file to discover all available pages before exploring further. # Organizing Content: Tags ## Overview When setting up Preset for your organization, it is important to consider how you can best enable your users to organize, find, or share assets such as dashboards, charts, and saved queries. Within Preset, you have the power to organize these assets using **tags**. ## Who Can Use Tags? Tags are available for all Preset teams. Depending on your workspace role, you have different levels of permissions. | Workspace Role | Create Tags | Assign Tags | Find Tagged Contents | | --- | --- | --- | --- | | Workspace Admins | ✅ | ✅ | ✅ | | Content Owners with a Creator role | ❌ | ✅ | ✅ | | Non-Content Owners (Creators & Viewers) | ❌ | ❌ | ✅ | --- ## Creating Tags Only **Workspace Admins** can create tags for their workspaces. - To create new tags or edit existing tags, go to **Settings** in the navigation bar, and click **Tags**. ![Settings _ Tags.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Settings%20_%20Tags%282%29.png) - Click the **New tag** button in the top right-hand corner, or the **+Create a new tag** button in the center . ![New Tag.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/New%20Tag%281%29.png) - Fill out the "tag name" and "description". ![Create tags.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Create%20tags.png) - Optionally, assign the tag to dashboards, charts, and/or saved queries. Each tag can be used on multiple items across these categories. Click to **Save**. ![Assign tags.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Assign%20tags.png) - Once tags are created, they will appear on the "Tags" page (listview). ![Tags listview.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Tags%20listview.png) - To edit existing tags, click the **Edit (pencil icon)** button in the "Actions" column on the "Tags" page. Accessing the Tags Page The "Tags" page is not visibile in the primary navigation bar. Only **Workspace Admins** can access the "Tags" page by clicking on "Settings" in the navigation bar and selecting "Tags", regardless of which page you start from (e.g., Homepage, Dashboard page, Dataset page and so on). All tags created in the workspace will appear on the single "Tags" page. ## Assigning Tags **Asset owners (creators)** and **Workspace Admins** can assign tags to dashboards, charts, and saved queries. ### Dashboards - To assign tags to **dashboards**, go to the "Dashboard Properties" modal. You can do this by clicking the **Edit (pencil icon)** button next to a dashboard name on the "Dashboard" page. Alternatively, if you're creating a new dashboard, click the **"Edit properties"** button in the "Dashboard Editor". ![Dashboard properties v1.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Dashboard%20properties%20v1.png) ![Dashboard properties v2.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Dashboard%20properties%20v2.png) - In the modal, select the appropriate tags for the dashboard from the "Tags" dropdown menu, then click **Save**. ![Dashboard properties v3.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Dashboard%20properties%20v3.png) ### Charts - To assign tags to **charts**, go to the "Chart Properties" modal. You can do so by clicking the **Edit (pencil icon)** button next to a chart name on the "Chart" page. Alternatively, if you're creating a new chart, click the **"Edit chart properties"** button in the "Chart Builder". - In the modal, select the appropriate tags for the chart from the "Tags" dropdown menu, then click **Save**. ### Saved Queries - To assign tags to **saved queries**, go to the "Saved Queries Properties" modal. You can do so by clicking the **Edit (pencil icon)** button next to a query name on the "Saved queries" page under "SQL Lab". - In the modal, select the appropriate tags for the query from the "Tags" dropdown menu, then click **Save**. ## Bulk Assigning Assets You can also assign a tag to multiple contents at the same time. To do so: - From any of the "Dashboard", "Charts", or "Saved Queries" pages, click **Bulk Select** in the top right-hand corner. ![Dashboard properties v4.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Dashboard%20properties%20v4.png) - Check off all assets you want to assign a tag to. - Click the **+Add tag** button. ## Find Tagged Content You can search for dashboards, charts, and/or saved queries that you have access to using tags. To find contents using tags: - Go to the "Dashboard", "Charts", or "Saved Queries" page. - Under the "Tags" column, search for a tag you're looking for. ![Dashboard list view.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Dashboard%20list%20view.png) - Click the desired tag. This will open a page where contents of all types tagged with the same tag will appear. Clicking on the tags directly Currently only **Contributors** and **above** can browse the tags directly by clicking on the Tags. **Viewer** users will be redirected to the Manage page when clicking on the Tags. ![Search by tags.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Search%20by%20tags.png) What contents can users search for using tags? You can view the contents permitted according to your workspace and data access roles. If you lack the necessary permissions for tagged assets, they won't appear on the "Search by tags" page. ## Instantly Access Tagged Content from Homepage If you have a collection of charts, dashboards, and saved queries you frequently access, we recommend using tags to enable quick access from your Preset Homepage. ### 1) Browse by tag - Log in to your Preset account and go to "Homepage". Scroll down to the “Browse by Tag” section located between the "Recently Viewed / Popular / Favorites / Examples" section and the "Search" section. Why am I not able to see the "Browse by Tag" section? Currently only Contributors and above can see this section. It will be hidden for all Viewer users. ![Tags Docs v2.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Tags%20Docs%20v2.png) - Click on a tag. This will take you to the "Tags" page which has been filtered for the dashboards, charts, and queries that are tagged with the selected tag. Note Tags in the "Browse by Tag" section include tags created by your organization, and not just the tags that you have pinned to the top section of the Homepage. ### 2) Pin tagged items to Homepage You can also create a new tab in the "Recently Viewed / Popular / Favorites / Examples" section of the Homepage after a specific tag, and display the tagged content in a carousel. - Click on the **Manage Tabs** button. ![Manage tabs v2.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Manage%20tabs%20v2.png) - Choose a tag you want to pin as a tab in your homepage. ![Pin tag modal v2.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Pin%20tag%20modal%20v2.png) - Pinned tags will be displayed before the default tabs. When you're on the tab, you'll see dashboards, charts, and queries that are marked with this tag. Clicking on them will take you to the content. ![Tags Docs v2.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Tags%20Docs%20v2%281%29.png) --- ## Best Practices for Managing Tags Since every team has different content organization needs, you have the flexibility to set up tags as you prefer. Here are some guidelines for using tags: 1. Consider the structure of your organization: what teams will be accessing what data. Create a tag for each team who will be using Preset (ex. Sales, Customer Success, Product, Leadership). 2. Consider sub-divisions within your orgaizations: ex. Is your sales team divided into regions? Create tags which will compliment the high level structure you set up. 3. Will you have users creating assets which are not certified by your data team? Create tags such as "Certified" or "Personal" to differentiate. 4. Are you creating template charts / dashboards to be examples for your end users to build off of? Utilize a "Template" tag. 5. Think about groups of charts that you might want users to see together - Which projects or product lines are related? Are there company-wide, summary, or general dashboards that are relevant to everyone? | Use Case | Suggested Tag | | --- | --- | | **Organization Structure** | Company-Wide, Sales, Product, Engineering, DevOps, Customer Success, Executive | | **Sub-divisions** | By region (e.g., Americas, APAC) By variations (e.g., a/b testing) | | **Certification** | Official, Certified, Personal | | **Template dashboards for non-technical users** | Template, Custom | | **Related products** | Product line A, B, C | | **Related projects** | Project X, Y, Z |