What are Labels?

Labels are free-form text tags. Internally they’re stored as unique IDs, but you only work with the label name in the UI.

• Short and human-readable (e.g., “Legal”, “Promo”, “QA”)
• Reusable across multiple schedules
• Great for filtering, grouping, and reporting

Where are Labels used?

Labels are most useful anywhere you need to quickly isolate a subset of schedules.

• Filter schedules (e.g., show only “Compliance” jobs)
• Group related captures for a project or client
• Create cleaner reporting and audits over time

Creating & assigning Labels

You can create labels on the fly while editing a schedule.

1. 1Open any schedule (or relevant edit screen).
2. 2Find the Labels field/section.
3. 3Type a label name or select an existing one from suggestions.
4. 4Save to apply the labels.

Best practices

• Use labels for meaning (project/campaign/purpose), not one-off notes.
• Agree on 5–15 shared labels with your team.
• Use a naming convention: Title Case or kebab-case, but be consistent.
• Combine labels with storage folder structure for clear audit trails.

Example label schemes

Here are common approaches that scale well: