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Managing Labels

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Bytimothy A
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Overview: 

Managing labels allows you to create, edit, and organize tags used to categorize and group records within the system. This helps improve data organization, making it easier to filter, search, and manage information efficiently.

Follow these steps to manage labels: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate.

Step 2: From the dropdown menu, click Settings to navigate.

Step 3: You will then be taken to the Settings page. Scroll down and click on Labels to continue.

Step 3: You will then be taken to the Settings page. Scroll down and click on Labels to continue.

Step 4: You will then be redirected to the Labels Manager section.

Step 4: You will then be redirected to the Labels Manager section.

Step 5: Click the Add Labels tab to enter your new label.

Step 5: Click the Add Labels tab to enter your new label.

Step 6: Type your new label, then select it from the pop-up to confirm.

Step 6: Type your new label, then select it from the pop-up to confirm.

Step 7: Once clicked, it will appear highlighted.

Step 7: Once clicked, it will appear highlighted.

Step 8: You can then proceed by clicking the Add button to create your new label.

Step 8: You can then proceed by clicking the Add button to create your new label.

Step 9: Once saved, your newly added label will appear, along with a pop-up notification below.

Step 9: Once saved, your newly added label will appear, along with a pop-up notification below.

Step 10: You can also perform bulk actions by clicking the Select All checkbox.

Step 10: You can also perform bulk actions by clicking the Select All checkbox.

Step 11: You can then delete all the selected labels.

Step 11: You can then delete all the selected labels.

Step 12: Alternatively, you can click the three-dot menu on the selected label to delete it.

Step 12: Alternatively, you can click the three-dot menu on the selected label to delete it.

Step 13: You can also change the label name by clicking on it directly.

Step 13: You can also change the label name by clicking on it directly.

Step 14: Lastly, there is a search bar above that allows you to search for specific labels.

Step 14: Lastly, there is a search bar above that allows you to search for specific labels.

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