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Labels

Create Labels to label or tag Jobs with particular information.

Updated over a week ago

Labels overview

Labels are used to tag Jobs with custom text, used in filtering and searching functionality, to organise your work.

πŸ—’οΈ Note: Labels could be project names, batch numbers for example.


Search existing Labels

Utilise Search to find a Label.

πŸ—’οΈ Note: Labels are listed in alphabetical order; utilising Search makes it easy to locate Labels in a long list.


Create a new Label

Create new Labels as and when required is simple. New Labels can be created in Order Details, Delivery Scheduling, Productivity Workflow, Productivity Planner:

  1. Select Add labels.

  2. Select Create new label.

  3. Enter a Label name and colour to differentiate this label from other Labels.

  4. Save.


Add/remove a Label

After creating Labels to tag your projects or jobs.

Add label:

  1. Select an Order > Add Label.

  2. Utilise Search or scroll to locate Labels.

  3. Select the checkbox next to the Label.

Remove label:

  1. Select an Order.

  2. Locate the Label/s and click one of them.

  3. Unselect the checkbox next to the label.


Edit a Label

  1. Select Add labels.

  2. Run your cursor over the Label you want to edit and select edit.

  3. Edit the Label name and/or colour.

  4. Save.


Delete a Label

  1. Select Add labels.

  2. Run your cursor over the Label you want to edit and select edit.

  3. Select Delete.

  4. Select Delete label.

πŸ—’οΈ Note: a deleted Label cannot be undone.

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