Task labels help you categorize and organize tasks across your firm. Labels are managed at the company level and are available in all books.
What are task labels?
Task labels are tags you apply to tasks for:
- Categorization — Group similar tasks (e.g., “Follow-up,” “Compliance”)
- Filtering — Find tasks by type in your task list
- Visual identification — Color-coded labels for quick recognition
Access task labels
- Navigate to Settings → Data customizations → Task labels.
Note: Only admins can create, edit, or delete task labels. All team members can apply existing labels to tasks.
Create a label
- Click New label.
- Enter a descriptive name.
- Optionally select a color for visual identification.
- Press Enter or click the checkmark to save.
Edit a label
- Click on the label name to edit it inline.
- Press Enter or click the checkmark to save.
- To change the color, click the color circle next to the label name.
Note: Editing a label name updates it on all existing tasks.
Delete a label
- Click the trash icon next to the label.
- Confirm deletion.
Deleting a label removes it from all tasks. This cannot be undone.
Use labels on tasks
When creating or editing a task, select one or more labels from the label picker. Labels appear as colored badges on the task.
Best practices
- Keep it focused. 5—10 labels is usually enough.
- Use clear names. “Client onboarding” and “Annual review” are better than “Misc” or “Tag 1.”
- Use color intentionally. Red for urgent items, blue for client-facing work, green for completed categories.
- Review periodically. Remove unused labels and consolidate overlapping categories.
Next steps
