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Status Not Planned
Categories General
Created by Guest
Created on Jul 22, 2019

Tagging an entire process

Our organisation has a need to tag processes and documents according to which regulatory standard they align to. We'd like to use Lean tags for this. However, Lean tags can be applied to activity or task levels and show up in line with the text. It would be helpful to be able to tag and report on entire processes and documents using the same tagging system (currently tags can't be the same for Lean and documents), and for this not to display in line with the process name. Perhaps it could appear in the summary section.
  • ADMIN RESPONSE
    Sep 7, 2022
    Thank you very much for posting your feedback. At this time, we will not be adding this request to the near-term backlog, as we are focused on improving our search and process variation capabilities and delivering sequential approvals. However, we reevaluate requests every quarter and will reach out if priorities change. Please keep the feedback coming as it is critical for our longer-term planning.
  • Attach files
  • Rachel Lowe
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    Sep 7, 2022
    We also strongly need this functionality to use tags for entire process. We are having to add in tasks which causes confusion and looks messy.
  • Guest
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    Sep 7, 2022
    yes, it makes sense to use tags in the keywords section of the summary. Have tested this and it doesn't work to add the process to the lean map for that tag.
  • Guest
    Reply
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    Sep 7, 2022
    Our organisation would benefit from being able to tag processes in the summary section to show where regulatory standards apply, and also processes that are in scope of large project we undertaking.
  • Guest
    Reply
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    Sep 7, 2022
    Our organisation would like to use tags so that we can identify and search for process and sub-process types for reuse or auditing. It would also be helpful to be able to tag a Policy or Standard which applies to the process or sub-process. It would provide granularity around how we organises and use processes.

    Tagging and the ability to search using Tags (metadata) is what makes a database such as Promapp useful.