Tags

This article explains how tags work in Model Reef.

You will learn:

  • Where tags can be applied.

  • How tags help organise and filter work.

  • How tags support review and ownership workflows.

Tags are flexible labels you can attach to items across a model to keep them organised.

1

What you can tag

You can attach tags to:

  • Variables and drivers

  • Data Library entries

  • Branches

  • In some cases, dashboards or custom reports

Tags are usually short phrases such as:

  • Needs-review

  • Approved

  • Client-input

  • High-impact

  • Staff-costs

You can define your own tagging conventions to match your workflow.

2

Who can create and edit tags

Permissions for tags follow the same pattern as other collaboration tools:

  • Owners and Editors

    • Can create, assign and remove tags on objects they can access.

  • Viewers

    • Can see tags on objects they can access.

    • Cannot change tags.

Branch level permissions still determine which objects and tags are visible to each user.

3

Using tags in workflow

Tags are particularly useful for:

  • Marking assumptions that need client confirmation.

  • Flagging high impact variables for focused review.

  • Tracking which items are complete, in progress or blocked.

  • Grouping variables by theme, for example all staffing related assumptions.

You can combine tagging with search and filters to quickly navigate to relevant sections of a large model.

4

Tagging conventions

To avoid confusion:

  • Agree on a set of standard tags with your team.

  • Use consistent spelling and format.

  • Avoid creating many near-duplicate tags that mean the same thing.

  • Periodically review and clean up unused or obsolete tags.

Good tagging discipline makes large models easier to maintain and review.


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