Before you start
To create and manage Labels, you need to have the Admin or Manager Role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
Restricted Users are unable to add Project Labels to Projects they create or are assigned to.
On the web
Create and edit Labels
Log in to CompanyCam.
Open the Project you'd like to add or edit a Label to.
Click on Add Labels located under the Project address.
Select the Label(s) you'd like to apply and click Save. If the Label doesn't exist, click on + Create Label.
Name the Label, choose a color, and then click on Save.
To edit an existing Label, click the Three Dots Icon to the right of the Label and click Edit.
To delete a Label, click the Three Dots Icon to the right of the Label, then click Delete.
Filter by Labels
From the Project Feed, select Filter.
Select the Label(s) you'd like to filter by.
Click Apply Filter to view all Projects with the Label(s) selected.
In the app
Create and edit Labels
Open CompanyCam and navigate to a Project you want to work on.
Once you've opened your Project, tap + Label.
Tap on Create New Label.
When creating a new Label, add a title, choose a color, and tap Create.
The Label you've added will now appear in the list of Labels.
From here, you can check the new Label so it is attached to the Project.
To edit or delete an existing Label, tap the Pencil Icon to the right of the Label name.
Edit the name and/or color, then tap on Save or to delete a Label, tap Delete Label.
Filter by Labels
To open the Project Feed, tap Company under the Workspace section, then tap See All.
Tap on the Projects Tab, then Filter.
Tap the Labels Tab.
Select the Labels you wish to filter by and tap Save.
FAQs
Q. What are effective uses for Project Labels?
A. Project Labels are best used to add context or attributes to individual Projects, not to group multiple Projects together.
For organizing large jobs with multiple locations, units, or phases, Project Groups are the recommended solution. Project Groups let you bundle related Projects into one unified view and see progress across the entire job in one place.
That said, Labels are still helpful for things like:
Indicating a Job Status (e.g., Active, On Hold, Complete)
Identifying the type of Project (e.g., Residential, Commercial, Warranty)
Quickly filtering Projects using the mobile Sticky Filter
If you’re managing a large, multi-part job (like an apartment complex or neighborhood), use Project Groups to organize the Projects themselves, then use Labels and Tags for additional organization within that structure.
Interested in Project Groups? Check out more information on this feature here.