Custom Tags

Create and apply your own labels to organize data assets

Custom tags let you organize assets beyond auto-, such as tables as production, deprecated, pii-reviewed, or any label that fits your workflow.

Creating a Tag

1. Go to Settings → Tags
2. Click Create Tag
3. Enter a tag name (e.g., production, needs-review)
4. Choose a color (optional, helps with visual scanning)
5. Click Save

You’ll see “Tag created successfully” and the tag appears in your list.

Applying Tags to Assets

Single Asset

1. Navigate to the asset in Assets
2. Click the asset name to open details
3. Click Add Tag (next to the asset title)
4. Select from your available tags
5. Tag appears immediately on the asset

Multiple Assets (Bulk)

1. Go to Assets → All Assets
2. Check the boxes next to assets you want to tag
3. Click Actions → Add Tag
4. Select the tag to apply
5. Click Apply

All selected assets now have the tag.

Removing Tags

From a Single Asset

1. Go to the asset detail page
2. Find the tag you want to remove
3. Click the X on the tag
4. Tag is removed immediately

Bulk Remove

1. Go to Assets → filter by the tag you want to remove
2. Select all assets (checkbox in header)
3. Click Actions → Remove Tag
4. Select the tag to remove
5. Click Remove

Editing a Tag

To rename or change a tag’s color:

1. Go to Settings → Tags
2. Find the tag and click Edit (pencil icon)
3. Change name or color
4. Click Save

Changes apply everywhere the tag is used.

Deleting a Tag

1. Go to Settings → Tags
2. Find the tag and click Delete (trash icon)
3. Confirm deletion

Deleting a tag removes it from all assets. This cannot be undone.

Filtering by Tags

Find all assets with a specific tag:

1. Go to Assets
2. Click Filter
3. Select Tags → choose your tag
4. View shows only assets with that tag

Combine with other filters (data source, schema) to narrow results.

Tag Naming Conventions

Consistent naming helps your team:

Category	Examples	Use For
Environment	production, staging, dev	Distinguish environments
Status	reviewed, needs-review, deprecated	Track review status
Ownership	team-data, team-analytics	Assign ownership
Compliance	pii-reviewed, gdpr-ready	Track compliance work

Verification

After creating and applying tags:

1. Go to Assets → Filter → Tags → select your tag
2. Verify the correct assets appear
3. Click into an asset to confirm the tag shows

Next Steps

Auto-Classification

Automatic PII detection

Alert Rules

Create alerts filtered by tag