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Create a Smart Label

Create a label with a name, color, category and description to put on tasks, documents and SOP templates.

Available onAll plans

Who can do this: Owner, Admin

Labels mark what work is about, such as a client, a type of work or a deadline. One set of labels serves the whole organization: put them on tasks, documents and SOP templates, and filter by them. Labels in OKiDO are Smart Labels: besides a name and a color, they can carry their own fields, see Add custom fields to a label.

Organization owners and admins create and change labels. Everyone else sees them read-only.

Create a label

  1. Choose Labels in the sidebar.
    The Labels page with the organization's labels
  2. Choose Create Label.
  3. Enter a Name.
  4. Choose a Category if you group your labels, or keep None (Other).
  5. Add a Description that says when to use the label.
  6. Pick a Color, or choose any color with the color field below the swatches.
  7. Choose Create Label.
    Creating a Photography label

The label appears on the Labels page, marked "Not used yet" until it is on a task, document or SOP template. Two labels in the same category cannot have the same name.

Change a label

  1. On the Labels page, choose the pencil next to the label.
  2. Change what you need, then choose Update Label.

The change shows everywhere the label is used. To stop using a label, archive it: see Organize labels into categories.