Organize diagrams with labels

A quick recipe for creating labels, applying them to diagrams, and filtering the dashboard so your team finds the right process fast.

Labels are a shared, colour-coded way to categorise diagrams (for example HR, Finance, or Customer Service). An Admin defines the set of labels, Creators apply them to diagrams, and anyone can filter the home dashboard by label. This recipe walks through all three steps.

Labels are managed by Admins, but every user can see and filter by them. For the full reference, see Organize diagrams with labels in the user guide.

Step 1 — Create labels (Admin)

Only an Admin can create or edit labels. If you are not an Admin, ask one to set up the labels your team needs (see Manage users for roles).

  1. Sign in with an Admin account and open the admin panel.

  2. Go to the Labels section.

  3. Create a label, giving it a name (which must be unique) and an optional colour. If you do not pick a colour, a default is applied.

  4. Repeat for each category your team uses.

The Labels section of the admin panel

You can mark one label as featured. The featured label becomes the default filter on the home dashboard, so the diagrams your team cares about most appear first. Only one label can be featured at a time — setting a new featured label clears the previous one.

Step 2 — Assign labels to a diagram (Creator or Admin)

Creators and Admins can attach labels to the diagrams they can edit. A single diagram can carry several labels.

  1. Open or create a diagram you have permission to edit.

  2. Open the diagram’s label selector and tick each label that applies.

  3. Save. The diagram now shows its labels, and they are used by the dashboard filter.

Readers cannot change a diagram’s labels — they can only view and filter by them.

Step 3 — Filter the dashboard by label (anyone)

Any user can narrow the home dashboard to a single label.

  1. Open the home dashboard.

  2. Select a label from the label filter. The grid updates to show only diagrams carrying that label (within the groups you can access).

  3. Switch back to All to clear the filter.

If a featured label is set, the dashboard opens already filtered to it instead of showing everything.

Tips for a clean label scheme

  • Keep the label set small and meaningful — one per business domain or team works well.

  • Agree on names up front; because names are unique, you avoid near-duplicates like "HR" and "Human Resources".

  • Use the featured label for the category most users open first.

Deleting a label removes it from every diagram that used it; the diagrams themselves are untouched. If a label is still in use, Bonita Process Designer asks you to confirm before deleting.

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