Create a Task Label
You can further organize your Tasks so you can pull more specific reports by using Labels.
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Hover over any Task in your Pull Plan
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Find and click on the white Label icon on the bottom right corner
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Type in a new Label
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Click on the color box to change the color
- Press Enter/Return on your keyboard or click the plus button on the right
Figure 1. Creating a new Label.
You can also select existing Labels to apply to the Task by checking or unchecking the box next to the desired Labels.
Figure 2. Adding and removing existing Labels.
😎 Pro Tip: If you want to track the progress of Tasks with a specific label, you can filter by the label in the Insights Panel or the Weekly Work Plan. Learn more about Weekly Work Plan here.
Edit or Delete a Task Label
If you would like to edit or delete an existing Label, you can do so from the Label Menu.
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Click on the white Label icon on any Task
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Click on the pencil icon on the right side of any Label in the Menu
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Click on either the color box or the Label name to edit either
Figure 3. Edit a Label.
To remove a Label from the Label Menu, click on the Trash icon on the right side of the Label name when editing it. To remove a Label from an object, hover over the Label and click on the x that appears over it.
Video 1. Smart Labels and Adding Custom Labels.
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