Before you start
Plan Requirements:
This feature is available on all plans.
Permission Roles:
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.
Restricted Users are unable to add Project Labels to Projects they create or are assigned to.
Platform Availability:
Users can use Project Labels on both the web and mobile app.
On the web
Create a Label
Within the left-hand navigation menu, click on the Resources Tab to expand it and choose Labels from the dropdown.
At the top of the page, click + Create Label.
Next, give your Label a title, and your changes will save automatically.
Edit a Label
Within the left-hand navigation menu, click on the Resources Tab to expand it and choose Labels from the dropdown.
Locate the Label you want to edit.
To update the Label's title, hover your cursor over the Label and click on the Pencil Icon.
To update the Label's color, click on the Color Box and select a new color.
Delete a Label
Within the left-hand navigation menu, click on the Resources Tab to expand it and choose Labels from the dropdown.
Locate the Label you want to delete and click on the Three Dots Icon and choose Delete Label.
Click Yes, delete to confirm.
Add Labels to a Project
Open the Project you want to add a Label to.
Below the Project Title, click Add Labels.
Select the Label(s) you want to add and click Save.
Remove Labels from a Project
Open the Project you want to remove a Label from.
Below the Project Title, click Edit Labels.
Click on the X Icon next to the Label and click Save.
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 a Label
Open CompanyCam and navigate to a Project you want to work on.
Once you've opened your Project, tap + Label.
Tap on Create New Label.
When creating a new Label, add a title, choose a color, and tap Create.
The Label you've added will now appear in the list of Labels.
From here, you can check the new Label and add it to the Project.
Edit a Label
Open a Project you're working on and tap + Label.
To edit an existing Label, tap the Pencil Icon to the right of the Label name.
Edit the name and/or color, then tap on Save.
Delete a Label
Open a Project you're working on and tap + Label.
To 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 or to delete a Label, tap Delete Label.
Add Labels to a Project
Open CompanyCam and navigate to a Project you want to work on.
Once you've opened your Project, tap + Label.
Select the Label(s) you want to add and tap Save.
Remove Labels from a Project
Open CompanyCam and navigate to a Project you want to work on.
Once you've opened your Project, tap on the Label(s) below the Project Name.
Deselect the Label(s) you want to remove and tap Save.
Filter by Labels
To open the Project Feed, tap Company under the Workspace section, then tap See All.
Tap on the Projects Tab, then Filter.
Tap the Labels Tab.
Select the Labels you wish to filter by and tap Save.
FAQs
What are effective uses for Project Labels?
What are effective uses for Project Labels?
Project Labels are best used to add context or attributes to individual Projects, not to group multiple Projects together.
Project Labels are helpful for things like:
Indicating a Job Status (e.g., Active, On Hold, Complete)
Identifying the type of Project (e.g., Residential, Commercial, Warranty)
Quickly filtering Projects using the mobile Sticky Filter
For organizing large jobs with multiple locations, units, or phases, Project Groups are the recommended solution. Project Groups let you bundle related Projects into one unified view and see progress across the entire job in one place. You can then use Labels and Tags for additional organization within that structure.
Interested in Project Groups? Check out more information on this feature here.