---
summary: Covers labels as colour-coded tags that can be applied to clients, projects, activities, billables, and retainers to organize and categorize records. Explains how to create, manage, and use labels for filtering and reporting.
keywords: labels, tags, categorization, colour coding, filtering, reporting, clients, projects, activities, billables, categories, keywords, markers, flags
---

# Labels

## What are Labels?

Labels are tags you can apply to clients, projects, activities, billables, and retainers to organize and categorize them. Each label has a name, optional description, and a color for easy visual identification. Labels help you organize your work, create meaningful reports, and quickly filter records by category.

## Why Labels Matter

Using labels helps you:

- **Organize records** - Group related clients, projects, or activities together
- **Enable better reporting** - Generate insights by label to see how different categories perform
- **Improve searchability** - Find records quickly by filtering on labels
- **Track business categories** - Mark projects by type (e.g., "High Priority", "Internal", "R&D")
- **Consistency** - Ensure standardized categorization across your firm

## Label Types

You can create labels for these record types:

- **Clients** - Categorize clients by type, industry, region, or relationship status
- **Projects** - Label projects by category, client type, service line, or status
- **Activities** - Tag activities for reporting and analysis
- **Billables** - Categorize billable items for analysis and reporting
- **Retainers** - Organize retainer contracts for tracking and management

## Creating a Label

To create a new label:

1. Navigate to **Management** from the main menu.

2. Click **Labels**.

3. Use the tabs to select the label type (Clients, Projects, Activities, Billables, or Retainers).

4. Click **New label**.

5. Enter a **Name** for your label (e.g., "High Priority", "Internal Project", "Strategic Client").

6. Optionally, enter a **Description** to explain when this label should be used.

7. Select the **Type** that matches the tab you're on. This determines which records the label can be applied to.

8. Choose a **Color** to visually identify the label:
   - Click the color field to select a custom color
   - Or click **Generate random** to assign a random color automatically

9. Click **Save** to create the label.

## Managing Labels

### Viewing Labels

To view all labels of a specific type:

1. Navigate to **Management > Labels**.

2. Click the tab for the record type (Clients, Projects, Activities, Billables, or Retainers).

3. See all labels of that type in the list.

### Editing a Label

To edit an existing label:

1. Navigate to **Management > Labels**.

2. Select the label type tab you want to edit.

3. Click on the label you want to modify.

4. Update the **Name**, **Description**, or **Color** as needed.

5. Click **Save** to apply your changes.

### Deleting a Label

To delete a label:

1. Navigate to **Management > Labels**.

2. Select the label type tab.

3. Find the label you want to delete.

4. Click the delete icon (trash can) next to the label.

5. Confirm the deletion.

Note: When you delete a label, it is removed from all records it was applied to.

## Using Labels on Records

### Applying Labels to Clients

1. Go to **Clients** and open a client.

2. In the client details, find the **Labels** field.

3. Click to add one or more labels.

4. Save the client.

### Applying Labels to Projects

1. Go to **Projects** and open a project.

2. In the project details, find the **Labels** field.

3. Click to add one or more labels.

4. Save the project.

### Applying Labels to Other Records

Follow the same process for activities, billables, and retainers by finding the **Labels** field in each record type.

## Filtering by Labels

To find records with a specific label:

1. Go to the list page for your record type (Clients, Projects, etc.).

2. Look for the **Label** filter option.

3. Select one or more labels to filter.

4. The list will show only records with those labels.

## Reporting on Labels

Labels are useful for analysis and reporting:

1. Navigate to **Reports > Labels** to see a dedicated label report.

2. View metrics such as:
   - Hours logged by label
   - Revenue generated by label
   - Coverage showing which records lack labels

3. Use labels to drill down and understand performance by category.

## Best Practices

**Use Consistent Naming**

Establish a naming convention for labels (e.g., "Client-Internal", "Project-HighPriority") so they're easy to understand and consistent across your firm.

**Assign Labels Systematically**

Make labeling part of your process when creating new clients or projects. Add labels to all relevant records for complete reporting data.

**Keep Labels Organized**

Regularly review your labels and delete unused ones to keep the system clean and easy to navigate.

**Use Colors Strategically**

Choose colors that help you quickly identify labels visually. For example, use red for high-priority items, green for completed projects, or blue for specific client categories.

**Document Label Purposes**

Use the description field to explain when and why each label should be used. This helps team members apply labels consistently.

**Leverage for Reporting**

Plan your labels with reporting in mind. Create labels that align with business questions you want to answer (e.g., "By Client Type", "By Service Line").