Why it matters
When managing benefits, you’ll often need to group, review, and report on them in ways that different audiences recognise. This includes being able to filter reports so stakeholders can quickly see the benefits most relevant to them.
In government, this might mean aligning with HM Treasury Green Book categories (Cash-releasing, Non-cash, Societal, Quality). In commercial settings, it might mean categories tied to strategic objectives like growth, sustainability, or customer outcomes.
You’ll also want flexibility — the ability to tag benefits with themes such as #digitisation, #compliance, or #regional-priorities, so that decision-makers can view the portfolio through different lenses.
With Wovex Workspaces, you don’t have to choose between fixed categorisation and flexible tags. You can use both, side by side.
How Wovex supports categorisation and tags
Categories
Structured fields let you capture consistent categories such as Green Book types, funding classifications, or custom organisation-specific schemes.
Columns and filters make it easy to view, sort, and compare benefits by their category.
The approval tab allows leaders to refine and confirm details such as categorisation before benefits are formally approved.
Tags
Benefit Tags and General Tags can be added to any item in your Workspace.
Multiple tags per item mean you don’t need to force a benefit into a single category.
Filters and columns make tags easy to apply, update, and search across your portfolio.
Admins can manage tag structures, add hierarchies, and control the way tags appear in reporting.
💡 With the Enterprise Add-on, you can even customise dropdowns like Status, Priority, and Validation to align with your internal language and frameworks.
Using Workspaces to manage categories and tags
Each Workspace tab supports a different job, but all make use of categories and tags to keep your benefits clear and comparable:
All Items – see everything in one place and customise which columns you want to view, including categories and tags.
Quick Progress – shape early targets and baselines; add tags to track emerging themes.
Status & Risk – monitor delivery confidence, filter by tags like #high-priority or #at-risk.
Evaluate – prioritise benefits using importance and urgency, alongside categories and tags for strategic weighting.
Approval – record formal approval of items, including agreement on categorisation.
Roles – clarify ownership (Owner, Sponsor) to support accountability.
Categories tab – focus specifically on classification and tagging, with quick access to structured fields and labels.
Measure Setup – finalise how benefits are tracked and reported, ensuring categories and tags flow into reporting outputs.
Filters and columns make it flexible
Filters: Narrow your view by combining categories, tags, priority, or type. Wovex remembers your filter choices across tabs.
Columns: Show categories and tags directly in your tables. You can add, remove, or reorder columns to suit your workflow.
Bulk editing: Add or remove tags for multiple items directly in the table view.
✅ Benefit: You can always build the exact view you need for tracking, review, or reporting, without reapplying filters every time.
📊 Reporting: Categories and tags flow directly into Wovex reports, dashboards, and exports. This means you can filter reports in the same way you filter Workspace views, ensuring consistency between day-to-day tracking and portfolio-level reporting.
Key takeaway
Wovex makes it simple to use both categories and tags to organise benefits:
Apply structured categories for consistency and compliance (e.g. Green Book in government, strategy-linked in commercial).
Use flexible tags to explore themes, cut data across portfolios, and support real-world decision-making.
Navigate through Workspace tabs to refine, approve, and track benefits with clarity and ownership at every stage.
Whether your team needs to satisfy government reporting standards, drive commercial priorities, or work with both at once, Wovex provides the tools to:
Identify who the beneficiaries are → use Categories (Benefit Tags, General Tags, Priority, Status, Validation) and Evaluate (Importance, Urgency, Strategic, Difficulty, Priority Score).
Clarify who owns the projects or benefits → use Roles (Owner, Sponsor, Manager) and Approval (Approved By, Approval Date, Who Collects Data).
Show how and when benefits have been achieved → use Quick Progress (Targets, Baseline, Progress %), Status & Risk (Health RAG, Confidence, Impact, Risk Score, Review Notes), and Measure Setup (Financial Type, “Good Is” direction, Unit of Measure).
✅ With filters (Tags, Type, Starred, Priority, Status) available across all tabs, you can always build the exact view you need, from early shaping through to reporting.