Labels

Labels help you organize the records in your workspace the way you want. You can then use labels as a filter anywhere you make a record selection, for example when deciding which records to include in an analysis. Labels are managed at workspace level: once you create a label, you can use it on any record in that workspace.

Create a label

You can create labels from a record in the workspace record list.

• Open a record from the overview.
• In the record details, go to the Labels section and click Add label (or the + button).
• Click Create new label.
• Enter a name for the label and choose a color.
• Click Create.

Use labels on records

After a label is created, you can assign it to records in the same dropdown list.

• Open a record and go to the Labels section.
• Select or clear labels in the list to add them to or remove them from that record.

A record can have multiple labels.

Where labels are shown

Assigned labels are visible in the record details and in the Labels column of the workspace records table. This gives you a quick visual overview of all records.

Edit a label

• Open a record and open the Labels dropdown.
• Find the label and click the edit icon.
• Update the name and/or color.
• Click Save.

Delete a label

• Open the label in edit mode.
• Click Delete and confirm.

When you delete a label, it is removed from all records. This action cannot be undone.

Note: If a label is used by one or more workspace features, deletion is blocked until you update the settings of those features.