Chapter 7 · 6 articles

Teams and Smart Labels

Group people into teams, and create Smart Labels with categories and custom fields to organize tasks, documents and SOP templates.

• Create a teamCreate a team to group people for assignments, project and Playbook access, and filters.
• Add people to a teamAdd people to a team as Member, Lead or Admin, change their team role and remove them again.
• Create a Smart LabelCreate a label with a name, color, category and description to put on tasks, documents and SOP templates.
• Add custom fields to a labelGive a label its own fields, such as text, an amount, a date or a choice, to fill in on every task that carries the label.
• Organize labels into categoriesGroup labels into categories, put the categories in order and archive the labels you no longer use.
• See all tasks with a labelOpen a label's page to see every task that carries it, across all projects.