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Labels

Sort tasks with coloured labels and have a deadline set automatically

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With labels you give tasks a category, for example Maintenance, Complaints or Season. You can filter and group by labels. A label has a name, a colour and optionally a description.

Managing labels

Go to SettingsTask labels. You see that page if you are allowed to view or edit your organisation's general settings. The overview has the columns Label, Description and Tasks (the number of tasks with that label).

Settings, Task labels page with the labels Administration, Maintenance and Reception
  • New label creates a label with a Name, Description, Colour and optionally a Deadline target (days)
  • Edit label changes those details later
  • Delete label removes the label and first shows how many tasks it is on. The label disappears from all those tasks

You can also create a label while editing a task: type the name in the Labels field and choose Create [name].

Setting a deadline automatically

Create label dialog with name, description, colour and deadline target

For a label you can fill in the Deadline target (days), for example 7. A task without a deadline that gets that label then gets a deadline itself: that many days later, counted from the moment the task was created or the label was added.

  • This happens when you create a task with the label, or when you add the label later
  • If the task already has a deadline, it stays as it is
  • If a task has several labels with a target, the shortest number of days applies
  • If you leave the field empty, the label does not set a deadline

This is useful for labels such as Complaint (within 2 days) or Follow up quote (within 7 days).

What happens next?

  • You can give a new label to tasks straight away, in the task itself and in the quick menu.
  • A label with a Deadline target (days) automatically gives tasks without a deadline a deadline from that moment on.
  • If you delete a label, it disappears from all tasks it was on. The tasks remain.

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