About labels and how they work

Labels help you categorize your projects, tasks, and people within Forecast. By actively using this functionality it is possible to filter, report, and match your resources with your projects and tasks.

This article includes:

• Creating and managing labels

• Creating and managing labels categories

• Using Labels in projects, tasks & people
• Labels Example

Creating and managing labels

Administrators can create and manage labels for the account. There is no limit in terms of how many labels you can add. 

To create labels

1. Click on Admin on the top bar.
2. Click on Labels from the dropdown.
3. Click on Create Label.
4. In the pop up you can name your label, choose the color, and select any available category that the label will belong to. 

Alternatively, you can create directly a new label under each category by clicking on the + New Label button within the category, and following the same process. 

To edit labels

1. Click on Admin on the top bar.
2. Click on Labels from the dropdown.
3. Click on the label name.
4. From the pop-up, change the name, the color or move the label to a different category

To bulk update multiple labels:

1.  Click on the box next to the label name to select the label(s).
2. A pop-up will appear at the bottom of the screen giving you multiple options.
3. From that pop up you may, in bulk, move labels among categories, convert to skills, merge them or delete them.

Creating and managing label categories

It is possible to place your labels into categories to keep them organized and managed effectively.  Categories can also be restricted to only specific types of labels, so you can easily locate and separate labels in Forecast based on if they are project, task, or people labels.  

Once the categories are created, you can update your existing labels to place them under the appropriate category.

To create label categories

1. Click on Admin on the top bar.
2. Click on Labels from the dropdown.
3. Click on Create Category button on the top-right of the page. 
4. Give your category a name and select to which of the three options this category should be restricted to, or select all:
   1. Projects
   2. Tasks
   3. People.
5. Click on Create.

Editing label categories

1. Click on Admin on the top bar.
2. Click on Labels from the dropdown.
3. Next to the category you want to edit, click on the three-dots icon.
4. Select Edit category from the dropdown.
5. Within the pop-up, you can change the category name and the label restrictions.

Using Labels in projects, tasks, and people

Labels can be used in projects, tasks, and people to help you efficiently categorize your work and resources. Moreover, Labels are an additional option that you can filter by, on multiple pages within the platform. The steps below explain how you can add labels in Projects, and Tasks and associate them with People.

Adding labels to Projects

When creating a project:

1. 1. 1. Click on New Project within the All Projects page, and fill in the necessary details.
      2. Click on More settings
      3. From the 'Add Label' dropdown select one of the labels that are associated with Projects.

When editing a project:

1. Within the project, click on Settings within the left sidebar
2. Click on General from the dropdown
3. Remove and/or add labels from the Project Details section.

Adding labels to Tasks

1. Click on a task name to open the task module.
2. Click on 'Find Label'.
3. Select a label that is associated with tasks.

Adding labels to People

1. Click on Admin on the top bar.
2. Click on Resources from the dropdown.
3. Head to the People tab within your resource settings.
4. Click on the name of any of your team members to open their profile.
5. In their profile scroll down to the Role, labels & permissions section to locate the Labels.
6. Click on the 'Select Labels' field and choose any label to associate with the user.

Labels example 

• The account resource management setting is set to  'Assign People to tasks'  
• You are planning your project resources and need to find people with the capacity to take on unassigned tasks.
• Label unassigned tasks and people so that you can filter by that label.
• Apply the label filter of the task/people you are interested in.
• Match unassigned tasks with people that have available hours to work on them.