Project Labels
  • 11 Mar 2024
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Project Labels

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  • PDF

Article Summary

Use Project Labels to categorise and store Projects and assist with future retrieval. Some options used are type of building, project type, builder/architect name, location, and works undertaken, all dependent on the work carried out by the Account.

Creating / Editing Labels

Only Administrators can create and edit Labels, but all Users can use them.

  1. Click My Account then click Setup
  2. Click Project Labels
  3. Click and type in the new Label or Edit an existing
  4. Select a preset colour or choose new from the colour wheel (optional save colour)
  5. (optional) Drag and drop to reorder


Assigning Labels

Labels can be assigned when creating a New Project or from the My Projects page.

When creating a New Project:

  1. Click Show more details
  2. Click Labels and select (optional to select Project Statuses)
  3. Click Save

From My Projects page, Labels can be assigned for individual or bulk Projects:

  1. Click check box for Project/s
  2. Click Change/Update Labels
  3. Select the Label


Filter Labels and Statuses

Projects Labels can be Filtered, allowing Users to locate Projects with ease.


If a Label or Status is Deleted, any Project using the Label or Status will still display the removed Status or Label, however, you will be unable to Filter by it.

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