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.
Restricted Users are unable to add Project Labels to Projects they create or are assigned to.
On the web
Create and edit Labels
Login to CompanyCam.
Open the Project you'd like to add or edit a Label to.
Click on Add Labels located under the Project address.
Select the Label(s) you'd like to apply and click Save. If the Label doesn't exist, click on + Create Label.
Name the Label, choose a color, and then click on Save.
To edit an existing Label, click the Three Dots Icon to the right of the Label and click Edit.
To delete a Label, click the Three Dots Icon to the right of the Label, then click Delete.
Filter by Labels
From the Project Feed select Filter.
Select the Label(s) you'd 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 on.
Choose your Project, then tap Labels under the Project name.
Select an existing Label or tap on Create New Label.
When creating a new Label, add a title, choose a color, and Save.
The Labels you've added will appear at the top of the Project.
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.
To delete a Label, tap Delete Label within the Label editor.
Filter by Labels
Tap on the Image Icon to open your Company Feed.
Tap on the Projects Tab.
Tap the Filter Icon in the lower right corner.
Tap the Labels Tab.
Select the Labels you wish to filter 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 in one view.
Check out how you can use labels and tags together for next-level organization here!