Albert allows you to categorize materials with Tags that are entirely customizable to an organization’s needs. Tags work across the Albert platform to connect data in an organized way.

Search and Filter - Tags

Tags are also a great way to filter and search.  To search Albert solutions by tag, on the left side of the search screen select the tag by either ticking the box or from the magnifying glass by typing in the tag and selecting it.  Searching by multiple tags can also refine searches even further. 

Screenshot 2023-08-15 134333.png

Creating Tags – Inventory

To create a tag for an inventory item, after the inventory item has been created, add text to the tags field or tick the box next to an existing tag.  Tags can be created to group items together by specific features including color, application, chemistry, etc.  Inventory items can have multiple tags. 


Screenshot 2023-08-15 134956.png

Creating Tags – Tasks, Data Templates, Parameter Groups

To add a tag for a Task, Data Template, or Parameter Group, search for the tag in the tags field.

If the tag does not exist, type in the tag you would like to add and click “Add New” next to your tag.  Tags can be created to group by specific features including color, application, chemistry, etc.   Items can have multiple tags.

Tags – Worksheet

Tags can also be utilized for product formulations in Worksheet for a Project. 


Screenshot 2023-08-15 111113.png

To add existing tags to a formula, click on the tags field and search for an existing tag by typing or using the drop-down arrow and selecting the tag.  To add a new tag, type the name of your tag into the Search bar and select “+ Add”.


Screenshot 2023-08-15 105832.png

Tags can be used within the Worksheet formula grid to filter for specific product formulas.  Once a tag is selected from the filter menu, only product formulas associated with that tag will be displayed.

Screenshot 2023-08-15 132224.png


Screenshot 2023-08-15 132409.png

Tags in Reports

Tags can also be used in reports to organize and query data that are associated with that tag. 

Screenshot 2023-08-15 141021.png

In summary – tags can be a tool that organizations use to connect their data across Albert.   

Tags Best Practices

Standardize and use the same tags to ensure you group items across the platform appropriately.  For example, if you are trying to search for all water-soluble materials, there should be 1 tag to describe that property instead of having multiple that mean the same thing (I.e., water-soluble, waterborne, water-based, polar, etc.)

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.