Workflow tags

Tags are how you group your workflow templates by purpose. A tag might be "Opening checks", "Cleaning", "Audits", or anything else that fits your business. Every workflow template needs one tag, and the tag carries through to every run the template produces.

What a tag is

A tag is a short label you attach to a workflow template. Once attached, every workflow run produced by that template inherits the tag. Tags let you:

• Filter the Workflow runs view to show runs from a single category (see Filtering and status)
• Export every run for a tag to CSV (see Exporting workflow data)
• Group templates so they are easier to find when you have lots of them

A template can only have one tag. Pick the tag that best fits the workflow's purpose.

Creating a tag

Tags are created from the canvas when you are setting up a workflow template. You do not need to leave the builder.

1. Open the canvas (either start a new template from the Workflow templates view, or click an existing template to open it)
2. At the top of the canvas, find the Tag selector in the header bar
3. Click the selector to open the dropdown
4. Type the new tag name in the input at the bottom of the dropdown
5. Click the + button to the right of the input (or press Enter) to create the tag

The new tag is created in your account and immediately selected for the template you are editing. It is now available to apply to any other template you build.

Applying a tag to a template

You apply a tag to a template on the canvas, in the same Tag selector you use to create one.

1. Open the template on the canvas
2. Click the Tag selector at the top of the canvas
3. Click the tag you want from the list
4. The selector closes and the tag is applied
5. Save the template

Every workflow run produced by the template from now on will carry the tag.

Exporting work for a tag

You can export every workflow run for a single tag to a CSV file. This is helpful for audits, reporting, or sharing with someone outside Pilla.

1. Open Export Work by Tag from the menu (the side panel slides in from the right)
2. Click the Select a tag dropdown and pick the tag
3. Optionally pick a Start Date and End Date to narrow the export
4. Preview the matching runs in the list below to make sure you have the right tag and date range
5. Click Export at the top of the panel

You will receive an email with the download link. See Exporting workflow data for the full export reference.

The Export button is disabled until you pick a tag and at least one run is found.

Viewing all runs for a tag on mobile

On the mobile app, managers and admins can open a dedicated screen showing every workflow run for a single tag.

1. Open the Work Items tab on mobile
2. Tap the Menu button
3. Tap Export work by tag
4. The screen opens with the first tag selected by default (the tag name shows in the title bar)
5. Optionally pick a Start Date and End Date below the title bar to narrow the list
6. Scroll the list to see every run carrying that tag
7. Tap Change Tag in the floating bar at the bottom to switch to a different tag
8. Tap the Download icon in the top right to export the list to CSV (you will receive an email with the link)

The Download icon is disabled when no runs match.

Filtering by tag in the runs view

On the web app you can filter the Workflow runs view by tag to see runs from one or more tags side by side. Use the All Tags filter on the filter bar. See Filtering and status for details.

Tips

• Pick tag names that describe the purpose of the work, not the team or the time of day. "Opening checks" works across teams; "Bar Monday" does not
• One tag per template, by design. Use teams to slice work by who does it, and frequency to slice by when
• If a tag becomes unused, leave it in place: the templates and runs already tagged with it keep working
• Tag names show up in the runs filter dropdown and the runs table, so short names read better in the UI