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Tags in desktop flows (preview)

[This article is prerelease documentation and is subject to change.]

Tags are available (in preview) in the Power Automate for desktop console to help you categorize and group desktop flows. Tags are custom text labels that let you organize your flows and manage them efficiently.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
  • For more information, go to our preview terms.

The Tags (Preview) column displays all the tags that are associated with a desktop flow. To manage tags, such as adding or removing them for a flow, select Manage tags (Preview) in its context menu in the console. Alternatively, open the Flow properties pane and go to the Tags (preview) section.

In this section, add your preferred tags to the selected flow by selecting a tag from the list or creating a new text label. As you type, the list of tags in your environment automatically filters to help you choose an existing tag or create a new one. From the same pane, you can remove any tags previously associated with your flow. Select Save in the flow properties for the tag changes to take effect.

Note

  • Users with the Environment Maker role can access and use all tags within an environment by default, including tags created by others. Explicit sharing with other users isn't needed.
  • If a message appears in the console indicating that a user with a custom role doesn't have sufficient permissions to view or create flows in an environment, Read access must be provided to their respective security role on the Tag and Tagged Process tables in Dataverse.

Update tags for multiple flows

Select multiple desktop flows and update their tags at the same time by selecting the common context option Manage tags (Preview). A dialog appears, displaying only the tags already associated with all the selected flows. Remove common tags or add new ones associated with all selected flows.

Note

Tags associated with only a subset of the selected flows aren't displayed in this dialog and can't be removed this way.

Filter flows based on tags

Select the Filters button in the console, and then select Tags (Preview) to filter your flows based on the tags you choose from the list. If you select two or more tags, there are two filtering modes:

  • Or: Shows all flows that contain at least one of the selected tags.
  • And: Shows only flows that contain all the selected tags.

Select Clear to reset the selected tags quickly.

Delete a tag from your environment

Tags are solution-aware components, so you manage them in your environment's Default solution in the Power Automate portal. Go to the Power Automate portal, select the Solutions page, and then select the solution called Default Solution. In the list of objects on the left that displays the solution's contents, select the Tag component to see all tags available in the current environment (if you have the default Environment Maker role with the required permissions).

You can select one or more tags in the list and choose Delete from this environment to permanently delete them. You can only delete tags you own (tags you created yourself).

Note

You can access and use tags created by others, but you can't delete them, unless you're an administrator in this environment.

Prerequisites

  • Power Automate for desktop version 2.55 or later.
  • Dataverse solution version 1.9.1.1 or later. To confirm the latest version used, go to the Power Automate portal, then select the Solutions page, go to the History tab, and search for the key term MicrosoftFlowExtensionsCore. Check the Version column to verify the most recent version update.
  • Tags are available only for users with a work or school account.
  • This feature requires an environment with the Power Automate v2 schema enabled. Tags aren't available in v1 schema environments.

Known limitations

  • Tags can't be renamed. You can delete them and create new ones instead.
  • Tags aren't visible in the desktop flows page of the Power Automate portal.