Labels

Create colored labels to sort jobs and Log-Its, and filter the workspace by them.

For administratorsPortal2 min read

Labels are colored tags for sorting. Use them for themes that cut across jobs, such as a client, a program or a priority.

1. Open labels Go to Company › Settings › Labels.
2. Create a label Select New label, enter a name and choose a color.
3. Edit or remove Rename, recolor or delete labels as your needs change.

Where labels are used

Where	What it does
Jobs	Label a job from its settings. Labels on a parent job apply to its child jobs.
Log-Its	Label Log-Its so similar issues can be found together.
Workspace	Filter a job's records by label.

Note

Documents have their own labels, managed in Documents. See Upload files and set dates.

Tip

Keep the list short. A few clear labels get used; dozens of overlapping ones don't.