How to create a new tag

🤓 Who can do this? You will need to be an admin user in Atlan to create tags.

 

To create a new tag:

  1. From the left menu of any screen, click Governance.
  2. Under the Governance heading, click Tags and then add a new tag:
    • If there are no existing tags, click Add tag.
    • If you have any existing tags, under the Tags heading, click the + New button.
  3. Enter details for the tag:
    1. For Untitled tag, enter a meaningful name for your tag.
    2. (Optional) For Add description..., enter a more detailed description of your tag.
    3. (Optional) To personalize your tags, click the tag icon. From the upper right of the Icons dialog:
      • Click Icons to change the icon for your tag. Click the gray box to change the color of your tag icon to green, yellow, or red.
      • Click Emoji to add an emoji to your tag.
      • Click Upload Image to upload an image for your tag. The recommended size for image uploads is 24x24 pixels.
    4. Click Create.
    5. (Optional) Under Tags, click the funnel icon to filter your tags by source:

That's it — you now have a tag ready for your team to use for tagging assets! 🎉

For tags created in Atlan, these are displayed in sentence case by design in the governance center, asset sidebar, and tags filter. For imported tags, Atlan will display the source version only in the tag popover when you hover over the tag in the asset sidebar.

💪 Did you know? Once you've created a tag, you can also delete it at any time.

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