Custom goal labels can be a powerful tool for organizing and categorizing tasks within Teamflect. Follow these simple steps to create, edit, or delete goal labels in the Tasks module.
Steps to Create Custom Task Labels
Step 1: Access the Admin Center
Log in to your Teamflect account.
Navigate to the Admin Center from your dashboard.
Step 2: Navigate to Modules
In the Admin Center, go to the Modules section.
Select Tasks from the list of modules.
Step 3: Add or Edit Labels
Click on the Edit Labels. This will take you to the labels management interface.
Step 4: Manage Labels
Edit Existing Labels: To modify an existing label, simply click on the label you wish to edit. You can change the label's title, description, or color.
Delete Labels: To remove a label, click on the delete icon next to the label you wish to delete. Confirm the action if prompted.
Create a New Label:
Click on the Create Label button.
Enter the desired Task Title for the label.
Optionally, add a Description to provide more context for the label.
Choose a Color for the label by selecting from the color options provided.
Step 5: Preview and Save
After filling in the necessary details, a preview of your label will be displayed.
If you're satisfied with the label, click Save to finalize the creation of your custom label.
Step 6: Use Your Label
Your newly created label is now available in the Tasks module. You can assign it to any relevant tasks to better organize and manage your projects.
Beneficial Use Cases
Organizing Tasks by Department or Team
Create labels such as “Marketing,” “Sales,” or “HR” to categorize tasks based on departments or teams. This makes it easier to filter, track, and manage responsibilities across different groups within the organization.Highlighting Task Priorities & Urgency
Use custom labels like “High Priority,” “Needs Review,” or “Blocked” so employees and managers can quickly identify urgent or critical tasks. Color-coded labels also improve visibility when managing large task lists.Tracking Projects, Campaigns, or Workflows
Assign labels such as “Q2 Planning,” “Client Onboarding,” or “Product Launch” to group related tasks under the same initiative. This helps teams monitor progress and keep project-related work organized in one place.