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Labels

Tag jobs with custom labels to filter and search across Order Details, Delivery Scheduling, Workflow, and the Planner.

Overview

Labels tag jobs with custom text that can be filtered and searched across multiple areas in Factory. Common uses include project names, batch numbers, customer categories, or any other grouping that makes work easier to organise.

📍 Where labels can be created and applied


Search existing labels

Use the Search field to find a specific label.

📝 Note

  • Labels are listed in alphabetical order. The Search field makes it easier to locate a label in a long list.


Create a new label

  1. Select Add labels.

  2. Select Create new label.

  3. Enter a label name and choose a colour to differentiate it from other labels.

  4. Click Save.


Add a label to an order

  1. Open the order, then select Add Label (located in the Contact section of the quote or order).

  2. Use Search, or scroll to locate the label.

  3. Tick the checkbox next to the label to apply it, then click outside the label window to save.


Remove a label from an order

  1. Open the order.

  2. Click one of the applied labels.

  3. Untick the checkbox next to the label, then click outside the label window to save.


Edit a label

  1. Select Add labels.

  2. Hover over the label to edit and select edit.

  3. Update the label name and colour as needed.

  4. Click Save.


Delete a Label

  1. Open any order

  2. Open the label menu by selecting Add labels (if no labels are currently applied) or by clicking an applied label (if labels are already on the order).

  3. Hover over the label to delete and select edit.

  4. Select Delete.

  5. Confirm by selecting Delete label.

Warning

  • Deleted labels cannot be recovered.

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