Creating and Managing Custom Labels

1. Open a task by clicking on it.

2. In the task modal, locate the Labels section on the right-hand side.

3. Click + Add Label on the dropdown to add a new label.

4. The label will be added to the task and saved to your workspace's label library.

From a Task:

Custom labels let you add flexible, user-defined categories to tasks. They provide another layer of organization beyond projects and workspaces, making it easier to filter, group, and locate related work. This guide walks you through creating labels, applying them to tasks, and using them to stay organized.

What are custom labels?

Labels are tags you attach to tasks to classify them in ways that matter to your workflow. This can include task types, priorities, internal processes, or any other grouping you want to track.

Common uses

• Filtering: View all tasks with a specific label across projects.

• Detailed organization: Apply multiple labels to a single task.

• Work visibility: Use labels to indicate contributors or teams when you need context beyond the single assignee field.

• Search: Quickly surface related tasks by label.

Labels do not affect scheduling, priority, or automation. They are purely organizational.

Create a custom label

How to create a custom label

From Workspace Settings:

1. Open Settings by clicking the ⚙️ icon in the top left corner.

2. Select your workspace from the left sidebar.

3. Click on the Labels tab.

4. Click + Add Label.

5. Enter the label name in the text field.

6. Choose a color to visually distinguish the label.

7. Click Save to create the label.

Note: Labels exist only within the workspace where they are created. If you use multiple workspaces, recreate labels in each one as needed.

From a Task:

1. Open a task by clicking on it.

2. In the task modal, locate the Labels section on the right-hand side.

3. Click + Add Label on the dropdown to add a new label.

4. The label will be added to the task and saved to your workspace's label library.

Apply labels to tasks

How to apply labels to tasks

Adding Labels to an Existing Task:

1. Open the task.

2. In the Labels section open the dropdown.

3. Click on the label you'd like to add.

   1. Alternatively, you can use the Filter search bar to find the label you'd like.

4. The label is instantly applied to the task.

Adding Multiple Labels to a Task:

You can apply multiple labels to a single task for more detailed categorization.

1. Follow the steps above to open the label's dropdown.

2. Mark the checkbox next to the label's name to select several at a time.

Removing Labels from a Task:

1. Open the task.

2. In the Labels parameter section, locate the label you want to remove.

3. Click the Label next to the label name.

4. The label is immediately removed from the task.

Note: Removing a label from a task does not delete the label itself — it remains available in your workspace for use on other tasks.

Filter and view tasks by label

How to Filter and View Tasks by Label

1. Go to Projects & Tasks from the left-hand sidebar

2. At the top, click on Task List*

3. Click on Filters

4. Click on the + sign next to Tasks

5. Click on Labels

6. Select with the checkbox the labels you'd like to appear

The task list updates based on your selected labels.

Edit or delete labels

How to Edit or Delete Labels

Editing a Label:

1. Go to Settings → scroll down to your workspace → click on the Labels tab.

2. Find the label you want to edit.

3. Click on the text box to update the label name.

4. Click on the color box to the left of the name to change the color.

5. Click outside of the text field to save your changes

Important: Editing a label updates it everywhere it's used. All tasks with that label will reflect the changes.

Deleting a Label:

1. Go to Settings → scroll down to your workspace → click on the Labels tab.

2. Find the label you want to delete.

3. Click the trash icon next to the label.

4. Confirm the deletion by typing the label's name and clicking on Delete label.

Note: Deleting a label removes it from all tasks. The tasks themselves are not deleted — only the label is removed.

Best Practices for Custom Labels

• Keep names concise: Short, clear names are easier to scan and apply quickly.

• Use consistent naming: Decide on a naming convention (e.g., all lowercase, use hyphens) and stick to it.

• Avoid label overload: Too many labels reduce usefulness.

• Review regularly: Remove outdated or unused labels to keep your workspace clean.

Conclusion:

Custom labels are a simple way to organize tasks across projects and workflows. By creating labels that reflect how you work and applying them consistently, you can quickly filter, group, and locate the information you need.