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Add user doc for SO tagging (#85557)
* Add user doc for SO tagging * add link to new page * handle review feedbacks * second pass
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docs/management/managing-tags.asciidoc
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@ -0,0 +1,75 @@
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[role="xpack"]
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[[managing-tags]]
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== Tags
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Tags enable you to categorize your saved objects. You can then easily filter for related objects based on shared tags.
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To begin, open the main menu, click *Stack Management*, then click *Tags*.
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[role="screenshot"]
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image::images/tags/tag-management-section.png[Tags management section]
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[float]
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=== Required permissions
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Access to *Tags* requires the `Tag Management` {kib} privilege. To add the privilege, open the menu,
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click *Stack Management*, then click *Roles*.
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In addition:
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* The `read` privilege allows you to assign tags to the saved objects for which you have write permission.
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* The `write` privilege enables you to create, edit, and delete tags.
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NOTE: Having the `Tag Management` {kib} privilege is not required to
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view tags assigned on objects the user has `read` access to, or to filter objects by tags
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in {kib} applications or from the navigational search.
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[float]
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[[settings-create-tag]]
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=== Create a tag
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Create a tag to assign to your saved objects.
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. Click *Create tag*.
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+
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[role="screenshot"]
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image::images/tags/create-tag.png[Tag creation popin]
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. Enter a name and select a color for the new tag.
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+
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The name can include alphanumeric characters (English letters and digits), `:`, `-`, `_` and the space character,
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and cannot be longer than 50 characters.
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. Click *Create tag*.
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[float]
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[[settings-assign-tag]]
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=== Assign a tag to saved objects
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Assign or remove tags to one or more saved objects. You must have `write` permission
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on the objects to which you assign the tags.
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. Click the action (...) icon in the tag row, and then select the *Manage assignments* action.
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+
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[role="screenshot"]
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image::images/tags/manage-assignments-flyout.png[Assign flyout]
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. Select the objects to which you want to assign or remove tags.
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. Click on *Save tag assignments*.
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TIP: To assign multiple tags to objects at once, select their checkboxes
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and then select *Manage tag assignments* from the *selected tags* menu.
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[role="screenshot"]
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image::images/tags/bulk-assign-selection.png[Bulk assign tags]
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[float]
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[[settings-delete-tag]]
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=== Delete a tag
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Delete a tag and remove it from any saved objects.
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. Click the action (...) icon in the tag row, and then select the *Delete* action.
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. Click *Delete tag*.
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TIP: To delete multiple tags at once, select their checkboxes in the list view,
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and then select *Delete* action from the *selected tags* menu.
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@ -139,6 +139,9 @@ a| <<index-patterns, Index Patterns>>
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| Copy, edit, delete, import, and export your saved objects.
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These include dashboards, visualizations, maps, index patterns, Canvas workpads, and more.
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| <<managing-tags, Tags>>
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|Create, manage, and assign tags to your saved objects.
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| <<xpack-spaces, Spaces>>
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| Create spaces to organize your dashboards and other saved objects into categories.
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A space is isolated from all other spaces,
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@ -196,6 +199,8 @@ include::{kib-repo-dir}/management/rollups/create_and_manage_rollups.asciidoc[]
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include::{kib-repo-dir}/management/managing-saved-objects.asciidoc[]
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include::{kib-repo-dir}/management/managing-tags.asciidoc[]
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include::security/index.asciidoc[]
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include::{kib-repo-dir}/management/snapshot-restore/index.asciidoc[]
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