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Task labels help categorize and organize tasks across your firm. Create labels at the company level so all team members use consistent categories.

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What are task labels

Labels are tags you apply to tasks for:
  • Categorization — Group similar tasks
  • Filtering — Find tasks by type
  • Reporting — Track time spent by category
  • Prioritization — Identify task types at a glance

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Default labels

Slant includes common labels:
  • Follow-up — Client follow-up tasks
  • Administrative — Internal admin work
  • Compliance — Regulatory requirements
  • Meeting prep — Pre-meeting tasks
  • Review — Portfolio or document reviews
You can modify or remove these.

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Create a label

1

Open company settings

Navigate to Settings → Company → Task Labels.
2

Click Add label

Click Add label or +.
3

Enter label name

Type a clear, descriptive name.
4

Choose a color

Select a color for visual identification.
5

Save

Click Save to create the label.

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Edit a label

1

Find the label

Open Task Labels in company settings.
2

Click Edit

Click the edit icon next to the label.
3

Make changes

Update name or color.
4

Save

Confirm changes.
Note: Editing a label updates it on all existing tasks with that label.

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Delete a label

1

Find the label

Open Task Labels in company settings.
2

Click Delete

Click the delete icon.
3

Confirm

Confirm deletion.
Warning: Deleting a label removes it from all tasks. Consider renaming instead if you want to consolidate labels.

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Use labels on tasks

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Apply a label

When creating or editing a task:
1

Open label selector

Click the label field or icon.
2

Select label(s)

Choose one or more labels.
3

Save the task

Labels are applied when you save.

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Multiple labels

Tasks can have multiple labels:
  • “Client review” + “Compliance”
  • “Follow-up” + “High priority”
Use multiple labels when tasks span categories.

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Filter by label

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In task lists

Filter your task view:
1

Open filters

Click Filter in your task list.
2

Select Label

Choose the label filter.
3

Pick labels

Select which labels to show.

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In reports

Track time and volume by label:
  • Tasks completed by label
  • Average completion time by category
  • Label distribution across team

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Label best practices

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Keep it simple

  • 5-10 labels is usually sufficient
  • Too many labels reduce usefulness
  • Consolidate similar categories

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Use clear names

Good label names:
  • “Client onboarding”
  • “Annual review”
  • “Compliance filing”
Avoid vague names:
  • “Stuff”
  • “Other”
  • “Misc”

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Color code meaningfully

Use colors to indicate:
  • Priority (red for urgent)
  • Type (blue for client-facing)
  • Team (different colors per team)

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Review periodically

  • Remove unused labels
  • Consolidate overlapping categories
  • Add new labels as needs evolve

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Label visibility

Labels created at company level are available in all books:
  • All team members can use labels
  • All team members can filter by labels
  • Only company admins can create/edit/delete labels

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Next steps

Email templates

Create shared email templates

Company settings

Other company configuration