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Labels

Custom Status, Flag, Global Communication Tool

Beatty W avatar
Written by Beatty W
Updated over 2 months ago

To Create or Edit Labels in your account:

  1. Hover over your name in the upper right hand corner of the page and select settings from the hover menu

  2. Scroll down to the labels section - here you'll have the option to either edit an existing label or add a new label

    1. To edit a label, click edit on the label you wish to change, then you'll be able to update the label text or color. When you're finished, click save changes

    2. To add in a label name, pick a color and click 'create label' - this label is now available for use! Your team can create up to 100 custom labels!

To Use Labels on a Job Profile:

1. From the jobs list view, select any job to view

2. Click the plus sign at the top of the job's profile to add a label

3. Select from the drop-down menu any label(s) to add to the job
    a. Click on a label to add it to the job- you can have up to 7 labels on a job at a time but your account can have up to 100 labels to pick from!
    b. To edit or add new labels, click Edit labels at the bottom of the labels menu!

4. From the job list, the labels can be noted underneath the job name
    a. If you hover over the label, the text box will let you know what it is

5. You can also view an "at-a-glance" summary of the label within in your account from the Dashboard

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