🎓 Creating and applying custom labels
In this video, you'll learn:
To create a custom label, first, navigate to your main settings by clicking on your name in the upper right corner. Then click on ‘Main settings.’
Choose the "Labels" section on the left-side menu. Next, choose the item you would like to add a label for. Let’s create a "Unit label" for "Maintenance." Choose a color for the label.
Once we've created the label, we can navigate to a unit and apply it.
Click on the label icon in the upper right corner to apply your label. We can then sort and filter by going to our unit list, clicking on the label icon, and choosing our label.
The same steps for applying and tracking labels can be recreated throughout the system. For example, in the "User’s" section, by applying a "User label."
- How to create and manage custom labels in Storeganise to organize invoices, jobs, sites, units, unit types, and users.
- Navigating to the “Labels” section in the main settings to create and assign new labels.
- Customizing labels with colors and applying them to units, users, and other items.
- Using labels to filter and sort data efficiently across different sections of the system.
- Streamlining operations by tracking important information with custom labels.
View the transcript
Custom labels can be used to sort, filter, and track various pieces of information in Storeganise; such as invoices, jobs, sites, units, unit types, and users.To create a custom label, first, navigate to your main settings by clicking on your name in the upper right corner. Then click on ‘Main settings.’
Choose the "Labels" section on the left-side menu. Next, choose the item you would like to add a label for. Let’s create a "Unit label" for "Maintenance." Choose a color for the label.
Once we've created the label, we can navigate to a unit and apply it.
Click on the label icon in the upper right corner to apply your label. We can then sort and filter by going to our unit list, clicking on the label icon, and choosing our label.
The same steps for applying and tracking labels can be recreated throughout the system. For example, in the "User’s" section, by applying a "User label."
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