Using labels helps to quickly identify customised tags applied to tasks, projects and companies. Labels can act as visual markers to categorise information suited to specific business needs, such as project category or type, new business lead, or cost categories. Labels are reportable fields, enabling you to generate information based on the customised labels.
Add Labels
Navigate to the attribute panel and click on Labels, this will show in pop-up for you to select from ones already in the system, or click on the + to add a new one. Be sure to click Save Changes as navigating away from the page will lose any of your changes.
View Labels
In your Display Settings, ensure you have Labels activated to show in you Projects or Tasks listing.
