What are Labels?
Labels serve as temporary status indicators for projects, offering quick insights into key information and hurdles. They provide essential updates at a glance, such as when a client is missing important documents, a stakeholder is out of the office, or a client has requested a hold.
By default, each firm has two labels: "Urgent" and "Waiting on Client." Users can create up to 50 labels in total for their firm and apply a maximum of four labels to a single project or series.
When labels are applied to a series, they automatically apply to all projects within that series. Any updates to the series labels will be reflected in all associated projects.
How to Add Labels
To add a label, follow these simple steps.
Navigate to the Projects page.
Click on the project you'd like to add a label to. Remember, this will apply it to all entries in the series.
At the top of the screen, click on the bar at the top of the screen. You'll see existing tags your firm uses populate in a drop down menu.
Click on the label you'd like to apply. You can add up to 4 labels per project.
How to Create Labels
To create a label, follow these simple steps.
Navigate to the Projects page.
Click on the project you'd like to create a label for. Remember, this will apply it to all entries in the series.
At the top of the screen, click on the bar at the top of the screen. You'll see existing tags your firm uses populate in a drop down menu.
Start typing the name of the new label you'd like to make.
Click on the "Create [name of label]" option at the bottom of the drop down menu. The color for the label will automatically be chosen, and automatically applied to the current project/series.
To change the color of the new label, find it in the drop down menu below (all of the labels will appear alphabetical). Click the three vertical dots to the right of the label and choose the new color. The color will create a bolder font and border with a pastel version of the color filling the box.
How to Remove Labels
If a label is no longer relevant to a project or it's series, follow these steps to remove it.
Navigate to the Projects page.
Click on the project you'd like to remove a label for. Remember, this will remove it from all entries in the series.
At the top of the screen, click on the bar at the top of the screen. An X will now appear next to the labels that are applied to the project and it's series.
Click the X. The project will save automatically.
How to Delete Labels
Deleting labels is easy, but remember: if you delete a label, it'll delete it from all projects throughout your firm.
Navigate to the Projects page.
Click on the project that has the label you'd like to delete from all projects.
At the top of the screen, click on the bar at the top of the screen. You'll see all the existing labels populate in the drop down menu.
Click the three vertical dots to the right of a label you want to delete.
Click Delete label.
Confirm you'd like to delete the label in the confirmation box.
