Labels is the ultimate, flexible tool for identifying characteristics of tasks that fit your unique workflow, making the day-to-day planning & management of tasks a cinch!
Labels allow you to convey important planning and operations detail really quickly; things like whether a task is approved to commence, is on hold, is awaiting spare part delivery, or perhaps is already is work-in-progress.
On start-up, we'll add some default labels to get you started (but note that these may have already been changed by your administrator):
awaiting materials
wip
on hold (moved from the legacy on hold feature)
You may also see two additional default labels if you previously used the legacy task priority feature:
high
low
You'll want to consider what labels are best suited to your industry, unique workflow and task planning process. Some additional suggested labels include:
Awaiting release - awaiting managerial authority to commence work
Approved to proceed - managerial authority is given for the task to proceed
Contractor - issued or assigned to a 3d party contractor
Labels can complement the use of work types.
How are labels used?
Labels are is an incredibly flexible and useful tool to categorise tasks to fit within your unique workflow. Once applied to tasks, the tasks list page can be filtered by label using the advanced filter and any subsequent exporting (via the three-dot menu) can reflect the data, as filtered on-screen.
Labels can be added to any task, using one of two methods; directly in a task, or via the tasks list page.
To add a label from the task list page:
Navigate to Tasks;
On the tasks list view, check the box to the left of one or more tasks that are to be modified;
Click the Labels dropdown located above the tasks list;
Select one or more labels to be added to the task/s.
NOTE: Labels can also be removed from one or more tasks using the same method.
To add labels within an individual task:
Navigate to Tasks;
Filter for and then click on the task that is to be modified;
Click the Labels icon to the right of the task activity feed;
Select one or more labels to be added to the task.
NOTE: Labels can also be removed from one or more tasks using the same method.
Add & edit labels
Labels can only be added or edited by Administrator users unless a permission change has occurred.
To add new labels:
Navigate to Tasks > Labels;
Click New label;
Nominate a Title, Description (to help users select the correct labels when performing tasks) and colour of the label;
Click Confirm.
New or modified labels will be visible to all users.
To edit existing labels:
Navigate to Tasks > Labels;
Filter for the label that is to be edited;
Click the three-dot menu located to the right of the label title;
Click Edit;
Modify details, as required;
Click Confirm.
New or modified labels will be visible to all users.