Labels overview
Labels are used to tag Jobs with custom text, used in filtering and searching functionality, to organise your work.
🗒️ Note: Labels could be project names, batch numbers for example.
Search existing Labels
Utilise Search to find a Label.
🗒️ 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:
Select
Add labels.
Select
Create new label.
Enter a Label name and colour to differentiate this label from other Labels.
Save.
Add/remove a Label
After creating Labels to tag your projects or jobs.
Add label:
Select an Order >
Add Label.Utilise Search or scroll to locate Labels.
Select the checkbox next to the Label.
Remove label:
Select an Order.
Locate the Label/s and click one of them.
Unselect the checkbox next to the label.
Edit a Label
Select
Add labels.Run your cursor over the Label you want to edit and select
edit.
Edit the Label name and/or colour.
Save.
Delete a Label
Select
Add labels.Run your cursor over the Label you want to edit and select
edit.Select
Delete.Select
Delete label.
🗒️ Note: a deleted Label cannot be undone.