Labels enable you to add custom information to your data and they are only visible to in-house staff. Labels are shown at the bottom of project pages, resource pages, order pages, etc.
There are two types of labels:
Simple (Approved/ Delivered which can be either switched on (green color) or switched off (grey).
Multiple choice ones (Complexity/ Action which have different statuses and colors).
Click on to add a label to the project: there are four options: Complexity, Approved, Delivered and Action. A colored box will appear next to the + sign. Click on this box to change the color.
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You can also click on Add or manage labels at the bottom of the pop-up window.
You will see this page in a new browser (which is also accessible by clicking on Settings on the menu bar: in the Customization page, click on Configure for Custom fields/ labels in the General settings sub-menu).
In the screenshot below, you can see different sub-menus such as Projects, Jobs, Resources, Invoices, etc. Different labels are available in each sub-menu. (eg: Projects sub-menu - Labels available):
If you want to edit one in order to change the colors or the value names…, click on Edit. As already mentioned, there are two types of labels:
Multiple choice labels
In the Editing label dialogue, you can select one or more values, change the order and customize colors.
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If you want to create a new label, click on Add and follow the steps.
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