Tags

Tags provide a flexible way to organize and categorize templates and template versions. Unlike job types which assign a single category, tags allow you to apply multiple labels to items, making it easy to filter and find related content.

Required role: Administrator or SuperUser

Accessing Tag Management

Navigate to Administration > Tags (or /_admin/tags).

The tags page shows all tags defined for the current tenant.

Creating a Tag

1. Click Create Tag.
2. Enter a Name for the tag (e.g., “critical”, “database”, “quarterly”, “EU-region”).
3. Optionally add a Description explaining the tag’s purpose.
4. Optionally set a Color to visually distinguish the tag in the interface.
5. Click Create.

Editing a Tag

1. Click on the tag in the list.
2. Modify the name, description, or color.
3. Click Save.

Note

Renaming a tag updates it everywhere it is used. All templates and versions tagged with the old name will display the new name.

Deleting a Tag

1. Click on the tag in the list.
2. Click Delete.
3. Confirm the deletion.

Caution

Deleting a tag removes it from all templates and versions where it was applied. This action cannot be undone.

Applying Tags

To Template Versions

Tags are applied to template versions, allowing you to label specific versions with relevant categories.

1. Navigate to the template and open the version you want to tag.
2. Look for the Tags section.
3. Select one or more tags from the available list.
4. Save your changes.

Filtering by Tags

Tags serve as powerful filters throughout RAMP:

• Template list — filter templates by tags to find related items quickly.
• Search — combine tag filters with other criteria (job type, system, status) for precise results.
• Reports — use tags to group and analyze work across different categories.

Categories

In addition to tags, RAMP supports categories as a hierarchical organization system. Categories differ from tags in that they provide a structured tree of classifications.

Accessing Categories

Navigate to Administration > Categories (or /_admin/categories).

Creating a Category

1. Click Create Category.
2. Enter a Name for the category.
3. Optionally select a Parent Category to create a hierarchy.
4. Click Create.

Category Hierarchy

Categories support nesting, allowing you to create organizational trees:

Infrastructure
  ├── Networking
  ├── Storage
  └── Compute
Applications
  ├── Web Services
  ├── Databases
  └── Messaging

Tags vs. Categories

Feature	Tags	Categories
Structure	Flat (no hierarchy)	Hierarchical (parent-child)
Assignment	Multiple per item	Typically one per item
Purpose	Flexible labeling	Structured classification
Best for	Cross-cutting concerns, ad-hoc grouping	Organizational structure, formal taxonomy

Tip

Use categories for your primary organizational structure (by department, system, or region) and tags for secondary attributes (priority, compliance requirements, technology stack).

Best Practices

• Establish naming conventions — agree on tag naming patterns across the team (e.g., lowercase, hyphen-separated).
• Avoid tag proliferation — too many tags reduce their usefulness. Periodically review and consolidate similar tags.
• Use colors consistently — assign distinct colors to help users quickly identify tag categories at a glance.
• Combine with categories — use categories for structure and tags for flexible cross-cutting labels.
• Document tag purposes — add descriptions to tags so users know when to apply them.

Related topics

Job Types Configure job types to categorize templates and instances by purpose

Template List Browse and filter templates by tags, job types, and other criteria