Keep planning work easy to find and understand.

Add meaningful labels to models, assumptions and related work so people can find the right items without imposing a complicated filing system.

Tag a model, a board or a single variable. Select the tag and everything with it is one click away.

WWorkspace/All workEdited just nowShare
SearchFilterView
NameTypeOwnerUpdatedTags
FY26 ForecastModelPriyaTodayApproved · Board
Revenue modelModelMayaTodayFY26 budget
Hiring planModelSamYesterdayFY26 budget
EU launch caseModelStrategyTueEU expansion
Board pack · draftBoardPriyaMonFY26 budget · Draft
Vendor renewalsDatabaseDevTueFY26 budget
Q3 Recovery ModelModelDevMonDraft

A shared vocabulary that keeps related models, boards and conversations together.

HOW IT WORKS

Organising work
with tags.

Labels should make work easier to recognize and revisit, not create another layer of administration.

01 / Add meaning

Tag anything
Models, boards and variables

Use tags such as Board Review, Needs Finance Input or FY26 Budget to explain why an item matters to the team.

  • Tags such as Board Review or FY26 Budget
  • Applied to models, assumptions and tasks
  • Visible wherever the item appears
02 / Find the thread

Select a tag
See everything that carries it

Filter models, discussions and tasks by one shared tag to find the pieces of a planning cycle without opening every folder.

  • Filter the workspace by one tag
  • Models, discussions and tasks together
  • No folders to open
03 / Keep it light

One page per tag
Grouped by type

Use a few consistent tags that the team understands, then return to the actual model or decision in one click.

  • A short list of tags the team agrees on
  • One click back to the item
  • Separate from the dimensions in your models
IN PRACTICE

Built for the work
that matters.

WWorkspace/Tag · FY26 budgetEdited just nowShare
SearchFilterView
ItemTypeOwnerUpdatedTags
Revenue modelModelMayaTodayFY26 budget
Hiring planModelSamYesterdayFY26 budget
Opex budgetModelDevTodayFY26 budget
Board pack · draftBoardPriyaMonFY26 budget
Vendor renewalsDatabaseDevTueFY26 budget
5 items tagged FY26 budget · found together by people and agents

One tag brings the five pieces of FY26 budget work together, for people and for the agent.

A planning cycle · Recognise the work connected to the next budget or forecast.Illustrative example · sample data

FAQs

What are tags for?

Tags add lightweight context to workspace items so your team can recognise their purpose and the work they belong to.

How are tags different from dimensions?

Dimensions organise the structure of business data and models. Tags are a lighter way to add context and organise workspace items.

How should our team start?

Begin with a small shared vocabulary, such as planning cycle or initiative. Add labels when they help someone find or understand the work.

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