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Label

The Label section allows users to tag planners with flexible, user-defined labels for streamlined filtering, organisation, and visual identification across the platform. Labels support planner classification for season, department, or programme grouping so large assortments remain scannable in lists and dashboards.

Labels help categorise planners by project type, department, status, or any custom criteria your team defines. Each label can be colour-coded and reordered to match planning workflows. This area appears under each planner and serves as a visual tagging system that ensures stakeholders can quickly identify and filter planners based on relevant criteria.

Quick Check - Before You Start
  • Decide the label names and colours you want so you can apply them consistently across planners
  • Open the target planner and hover its preview image so the Add Label control appears

Structure

Element Description
Label List Displays all available labels with their assigned colours. Labels can be selected or deselected for each planner.
Add Label Button Appears when hovering over the planner's preview image, allowing quick access to label management.
Label Popup Provides options to select existing labels, create new labels, edit labels, or delete labels.

Features

  • Flexible Tagging: Assign multiple labels to a single planner for comprehensive categorisation.
  • Colour Coding: Each label can be assigned a custom colour for quick visual identification.
  • Label Management: Create, edit, rename, or delete labels directly within the popup interface.
  • Drag-and-Drop Reordering: Rearrange label order for dropdown consistency across users.
  • Quick Access: Hover over planner preview images to access label management without opening the full planner.

Planner Label

Adding a Label

Step Action
1 Hover over the planner's preview image.
2 Click the Add Label button that appears.
3 In the popup window, either:
- Select an existing label from the list, or
- Create a new label directly within the popup.
4 Click to apply the selected label to the planner.

Removing a Label

To remove a label from a planner:

  1. Open the label popup as above.
  2. Untick the label from the list.
  3. It will be removed from the planner preview.

Label Management Actions

Action Description
Edit Label Rename or change the colour of an existing label.
Delete Label Permanently remove a label from the list of available options.
Drag & Drop Rearrange label order for dropdown consistency across users.

Label

Helpful Tips

  • Use consistent naming conventions (e.g., Seasonal, Priority, Archived) to improve filtering and search results.
  • Apply colour codes to quickly communicate stages or importance visually.
  • Regularly review labels to keep the list clean and relevant to current workflows.

Troubleshooting

I cannot find the Add Label button—where is it?

Label management is triggered from the planner preview image, not from the full planner header alone.

Steps to resolve:

  1. Hover over the planner’s preview image until Add Label appears.
  2. Click it to open the label popup.
I deleted a label—why did it disappear from every planner?

Delete Label removes the label from the global list of available options, not only from one planner.

Steps to resolve:

  1. Recreate the label in the popup if your process still needs that category.
  2. Re-apply it to planners that should carry the tag.
Label order keeps confusing my team—can I fix the dropdown order?

Drag-and-drop reordering in the label manager controls the order users see in shared dropdowns.

Steps to resolve:

  1. Open label management and drag labels into the preferred sequence.
  2. Save or apply changes, then confirm the order in the picker matches expectations.