Project Labels let you tag a Project with extra context, like job status or project type, so you always know where things stand at a glance. Add as many Labels as you need to a Project, then filter by them to pull up exactly the jobs you're looking for.
On the web
Create a Label
Note: Admins and Managers can create and manage Labels.
Click the Resources Tab in the left-hand navigation to expand it, then choose Labels.
Click + Create Label and give it a title — your changes save automatically.
Edit a Label
From the Labels list, hover over the Label you want to edit. Click the Pencil Icon to update the title, or click the Color Box to change the color.
Delete a Label
From the Labels list, click the Three Dot Icon next to the Label you want to delete, then choose Delete Label. Click Yes, delete to confirm.
Add Labels to a Project
Note: Restricted Users can't add Labels to Projects they create or are assigned to.
Open the Project, click Add Labels below the Project title, then select the Label(s) you want and click Save.
Remove Labels from a Project
Open the Project, click Edit Labels below the Project title, then click the X icon next to the Label you want to remove and click Save.
Filter by Labels
From the Project Feed, click Filter, select the Label(s) you want to filter by, then click Apply Filter to view matching Projects.
In the app
Create a Label
Open the Project you want to work on and tap + Label. Tap Create New Label, add a title, choose a color, and tap Create. The new Label appears in your list, ready to add to the Project.
Edit a Label
Open a Project and tap + Label, then tap the Pencil Icon next to the Label you want to edit. Update the name and/or color, then tap Save.
Delete a Label
Open a Project and tap + Label, then tap the Pencil Icon next to the Label you want to delete. Tap Delete Label to remove it.
Add Labels to a Project
Note: Restricted Users can't add Labels to Projects they create or are assigned to.
Open the Project, tap + Label, select the Label(s) you want, and tap Save.
Remove Labels from a Project
Open the Project, tap the Label(s) below the Project name, deselect the ones you want to remove, and tap Save.
Filter by Labels
Tap Company under the Workspace section, then tap See All. Tap the Projects tab, then Filter, then the Labels tab. Select the Labels you want to filter by and tap Save.
FAQs
What's the best way to use Project Labels?
What's the best way to use Project Labels?
Project Labels work best for adding context to individual Projects, not for grouping them together. Use Labels to:
Mark a job status, like Active, On Hold, or Complete
Identify the project type, like Residential, Commercial, or Warranty
Quickly filter Projects using the mobile Sticky Filter
If you're managing a large job with multiple locations, units, or phases, Project Groups are a better fit. Project Groups bundle related Projects into one view so you can track progress across the whole job, and you can still use Labels and Tags for extra organization within that structure.
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