Thanks to task labels you can mark and categorize tasks and subtasks throughout all your projects. The simply-looking feature brings a whole amount of new access and ways how to organize work within your team.
Examples of how to use Labels
When creating new labels try to make them as short and clear as they can be. The label should have a clear meaning. Only then your team can assign labels to the tasks correctly.
Label as task Status
Create labels: Started, In-Progress, Done,…
These labels assign according to the current status of the task. When you filter them you can check tasks Waiting for Approval only.
Labels for planning Sprints
We are using so-called Weekly Sprints in Freelo. What does it mean? On Monday we discuss what needs to be done during the week = Sprint. We go through task responsibilities, how much time it will take to finish it, and also who will help. The best result is – all these tasks are completed by Friday.
We are using the following labels for Sprints: #1 Sprint, #2 Sprint, etc. The advantage is that any task in any project can be marked. Everyone can view their own tasks on Dashboard or check how did the last sprint go, who is quickly finishing tasks during the current sprint etc. Great help also are the custom filters on Dashboard.
Save the filter for regularly checked tasks on Dashboard. Every week you will only change the label of the current sprint number.
Label as “traffic-light” system
It is a simple system known for transportation. Particular task labels represent the progress of the task.
- Green label: In Progress
- Orange label: Waiting
- Red label: Postponed
Example of traffic-light labels system.
Label “Check-up”
Very often the task needs to be approved – by the boss, or client or checked by a more experienced colleague. In that case, it is good to create a label Check-up which is regularly checked by a responsible person. After the control, the task can be moved to the next stage – even if it is completing the task only.
How to work with Labels
Let’s have a look at how to create task labels, and manage or delete them.
Creating labels
Task labels can be created in the project, To-Do list, or task detail. Any invited user to a project can create a new task label. The owner of the label is the user who owns the project where is the label created.
Click the last label icon on the right from a task name.
In the following window type the new task label and choose a color. Click Add new label.
Add a label to a task
In case you have a list of labels anyone can add them to tasks. Click the label icon and select labels from a list. Just click the label name, and it will be immediately added. Then, close the window via Close.
Label editing
You can edit a label at any point in time. Editing means changing the name and the color of the label. Click the label icon and then the pen icon on the right of the label name. Rewrite the label name and you can also change the color. Confirm via Save.
If you wish to edit a label, you either have to be the owner of it or have to have the role of the Project manager and the Admin of said project.
Label management
Sometimes you need to manage labels. You can Merge, Edit, or Delete your own labels. In Settings so-called Labels management where you can manage the labels. You can manage only your own labels or those where you are the Admin of the project.
Via your avatar in the top right corner go to Settings > Labels.
- Merge the labels – It is good when the meaning of the labels is similar and you need to merge them in one. Labels are replaced in tasks that are used already.
Check two labels and click the icon to merge them. You can add new names and colors for both of them. Once you click on ”Merge labels”, a new window will open for you to select the label into which you want to transfer the previously selected labels. Or you also have here the option to create a new label.
Example how to merge labels. Once you click on ”Merge labels”, a new window will open in order for you to select the label into which you want to transfer the previously selected labels. Or you also have the option here to create a new label.
- Edit the label – Change the name or color via the pen icon.
Example how to edit a label. - Remove the label – Delete the label for good. It removes the label from all tasks. Click the bin icon to remove it.
How to remove a label.
Who can edit, create and manage Labels?
Labels can create and edit any user invited to the project. But not delete them.
Manage labels (edit, merge, delete) can only be the project owner or Admin.
Filter Labels
Thanks to the Dashboard and project detail you can filter tasks regarding the label.
The fastest way to filter particular labels is when clicking on any label in Freelo. You are immediately moved to the Dashboard where are all the tasks across all projects with one label.
We do recommend creating custom views and filters which can be checked in time on Dashboard.
How to search the task with the same label via clicking on the label icon is below.
More Inspiration
Other ideas for labels:
- Opened – We are working on it.
- Competed – In case you do not want to close the task – for example so it does not disappear from the calendar.
- Awaiting Feedback – In case you need more information to finish the task. It would be good to have a responsible team member who checks this kind of label.
- Will not do – In case you decide not to work on the tasks.
- Name of the campaign add – Have a better task overview through all the projects and departments (Development, Marketing, Design, Logistics).
- Name of the client – When you want to filter the tasks connected to a particular client.
- Name of the event – When you organize more events at once.