Using Project Labels
Project Labels are a powerful way to organize your company's workflow. You can apply as many labels as you need to Projects.
In this article
Before you start
- To create and manage Labels you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
On the web
Create and edit a Label
- Click in the Project you would like to add a Label to.
- Click on Labels located under the Project address.
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Select the Label(s) you'd like to apply or if the Label doesn't exist, click on Create a New Label at the top.
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Name the Label, choose a color, and then click on Save Label.
To edit or delete an existing label, click the pencil icon to the right of the label name.
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Edit the name and/or color, then click on Save Label.
- To delete a Label, click on Delete Label in the lower right of the Edit Label section.
Filter by Labels
- From the Project Feed select Filter.
- Select the Label(s) you would like to filter by.
- Click Apply Filter to view all Projects with the Label(s) selected.
In the app
Create and edit Labels
- Open CompanyCam and navigate to a Project you want to work in.
- Tap into the Project, then tap on Add Labels under the Project name and address.
- Select an existing Label or tap on Create New Label.
- When creating a new Label, enter a name and choose a color.
- Labels you've added will appear at the top of the Project under the Project address.
- To edit or delete an existing Label, tap the pencil icon to the right of the Label name.
- Edit the name and/or color, then tap on Save Label.
- To delete a Label, tap on Delete Label at the bottom of the Edit Label section.
Filter by Labels
- Tap on Company Feed.
- Tap the Projects option.
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Tap the Filter button in the lower right corner.
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Tap the Labels option at the top.
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Select the Labels you wish to sort by and tap Save.
FAQs
What are effective uses for Project Labels?
- Setting a Job Status for each project.
- Type of Project
- Using the mobile "Sticky Filter" to allow quick viewing of projects assigned to a particular user. The projects displayed in the Mobile app will have the filter applied until the filter is taken off.
- Label the color of the shingle or exterior to show a lead.
- Organize a large project using a label to view all of the project parts into one view