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How to Use Tags, References and Comments in Processing Activities

Smart collaboration is built into every processing activity. You can:


  • Tag users and documents
  • Add internal comments
  • Link directly to policies or systems

Tags

Tags help you group activities for reporting or filtering. You can create your own tag labels, assign multiple tags per activity, and filter by tags in the overview.

tag-process

References

In any description field, you can reference documentation or colleagues by:

  • Typing / to reference documentation
  • Using @ to tag a colleague
  • Using # to tag a topic or category

These interactive links help others navigate quickly.

reference-process

Comments

At the bottom right of every activity, you’ll find a comment module to:

  • Ask questions
  • Leave instructions
  • Subscribe to updates

comment-process

Collaborate internally across departments


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