Task labels
You can create custom labels in todo.vu to tag your tasks in ways that best suit your business’ unique needs and workflows.
With labels, your tasks and workflows are easier to isolate, track and manage.
Here’s everything you need to know about task labels in todo.vu.
In this Help article, we’ll cover:
Why use labels?
todo.vu’s task labels are completely customisable and can be added to any task in your Workspace. Any one task can have any number of labels.
When you tag tasks with labels, you can use filters to search and isolate tasks and workflows with specific labels, and save these filtered views to return to in one click.
You might like to use labels in todo.vu to:
- Extend todo.vu’s default workflow statuses beyond ‘Snoozed’, ‘To do’ and ‘Done’ to better suit your own workflow.
For example, you might create labels such as “Pending approval”, “In testing”, or “To be released” to distinguish tasks in various project states.
- Extend todo.vu’s default task prioritisation options beyond the “Important” marker.
For example, you might create labels such as “On hold”, “Show stopper,” or “High priority”.
- Assist your business’ reporting activities.
For example, you might like to create labels such as “Marketing” or “HR” or “Customer support” to add to specific tasks. This is useful when combined with todo.vu’s time billing and reporting features to analyse business activity.
How to create labels
You can create and modify labels from your Workspace’s label settings.
To navigate to your label settings, click on your Workspace name and go to ‘Task labels’ in the drop-down menu. Or, once you are already logged in to todo.vu, navigate to this link here.
From here, you can create a new label, edit an existing label, delete an existing label or change the colour of an existing label.
TIP! You can create new labels on the fly while editing a task. Simply select the ellipses at the top right-hand side of your open task, then type your new label in the search bar to create it. More on this below.
To modify labels from within your label settings:
Create new task label: Click ‘Add new label’ next to the plus sign (+) to create a new label. Then, place your cursor in the untitled label, marked with an ellipsis (…), and start typing your new label’s title.
Edit an existing task label: Simply place your cursor into the title field of an existing label to edit the label’s title.
Delete a task label: Select the delete icon (x) to remove a label from your workspace and from any tasks which have been given this label.
Change the colour of a task label: Simply click on the paint icon to the left of the label’s title and choose from the drop-down list to change that label’s colour.
Search for a specific task label: Search labels by keyword in the search bar at the top right-hand side of the page.
Note that labels cannot be private. Every label you edit or create is visible to all team members as well as applicable users and contacts who have access to your workspace.
Labels can be renamed and personalised to evolve with your business.
By default, only Admin users can create or edit labels. However, Admins can give other Workspace users permission to do so individually by updating their user access level settings on the Team Page.
Label individual tasks
You can label any individual task while editing a task.
Just select the elipses to the right of the task title while your task is open. Now, you can search and add a label to the task, or create a new label to add to the task.
To create a new label, start typing the name of your label, and hit enter or the plus (+) sign when you have finished. This new label will then be added to the task.
You can easily remove this label from the task by clicking on the cross (x) on the right-hand side of the label while within the open task.
Bulk add or remove task labels
You can add or remove labels on any number of tasks directly from the Task Dashboard.
From the dashboard, select the task or tasks to which you want to add a label by clicking the avatar/s (the photo or icon) in the task listing.
Once you select your task/s, a panel will appear at the top of the dashboard. Click the label icon from within panel, and search and add labels to your selected tasks. (Note that you aren’t able to create new labels here.)
In the example below, we have chosen to add an existing label “Awaiting client” to our selected tasks.
You can also bulk remove labels from tasks; however, be aware that every edit you make to the labels on your selected tasks will apply across every task selected.
Filter for labels
As you may know, tasks are organised on the task dashboard according to their workflow status: ‘Snoozed’, ‘To-do’, and ‘Done’.
To search, manage and isolate tasks and workflows according to a task label, you can use todo.vu’s filter functions.
With todo.vu’s filter functions, you can filter an entire workflow — that is, all tasks ‘Snoozed’, ‘To Do’ and ‘Done’ — for any specific context you want, such as a client, project, or, of course, a label. Then, you can save this ‘context’ to come back to it at any time.
Here’s how:
- Input text into the search bar
- Use the three-dot menu in the right-hand side of the search bar
- Use the hamburger menu to the left.
To save your filtered views:
Simply click the star icon at the right-hand side of your the search bar after you have filtered for that view, and give that view a name.
Click the star icon to search for and navigate to your favourited views at any time.
Learn more about filtering for tasks via labels here.
Labels for in-depth business insights
You can also use todo.vu’s task labelling system to improve your reporting and gain an even greater understanding of your business’ activity.
If you wanted to find out how much time you or your team spend on marketing tasks, for example, you could create and use the label “Marketing” for all marketing-related tasks.
Then, from your Reporting page, you could easily filter for your “Marketing” label and see at a glance how much billable or non-billable time was spent on that label by any team member, for any client or project, and within your chosen timeframe.
This creates a whole new dimension for time reporting that opens the doors to business improvement and greater productivity.
Tip: By default, only Admin users can access label settings and create new labels. However, Admin users can give other staff users permission to create labels individually by updating a user’s settings on the Team Page. (See the animation below.)
While they can’t create lables, staff users without the right permissions can still add or remove existing labels on tasks they have access to.
