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.

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

1. Click in the Project you would like to add a Label to.
2. Click on Labels located under the Project address.

   

3. 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. 

4. 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. 

5. 

6. Edit the name and/or color, then click on Save Label.

7. To delete a Label, click on Delete Label in the lower right of the Edit Label section.

Filter by Labels

1. From the Project Feed select Filter. 

   

2. Select the Label(s) you would like to filter by.
3. Click Apply Filter to view all Projects with the Label(s) selected.

   

In the app

Create and edit Labels

1. Open CompanyCam and navigate to a Project you want to work in.
2. Tap into the Project, then tap on Add Labels under the Project name and address.

   

3. Select an existing Label or tap on Create New Label.
4. When creating a new Label, enter a name and choose a color.
5. Labels you've added will appear at the top of the Project under the Project address.

   

6. To edit or delete an existing Label, tap the pencil icon to the right of the Label name. 

   

7. Edit the name and/or color, then tap on Save Label.
8. To delete a Label, tap on Delete Label at the bottom of the Edit Label section.

   

Filter by Labels

1. Tap on Company Feed.

   

2. Tap the Projects option.

   

3. Tap the Filter button in the lower right corner. 

4. Tap the Labels option at the top.

5. 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

Check out how you can use Labels and Tags together for next level organization here!