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Using Review Labels


Review labels provide a flexible way for you to further organize and manage the ongoing review workflows for your organization. For example, you can define labels to represent various stages of a project and apply those labels to help you track the current status of each Review. Or you can define labels to represent the various levels of a tiered approval process and then track at which level each Review resides.  

How to Create and Apply Labels

Only an Admin can define and manage the list of labels that can be applied to any Review. This is managed in the Settings > Labels menu.

To add a label click on the New button on top of the label table and enter the name of the new label. To edit or delete a label, click on the Menu to the right of the label.  

There is no limit to the number of labels you can define. 

To apply a label to a Review select "Edit Labels" on the Review card action menu. This will open a menu with a searchable list of all the available labels. Add or remove (clicking the x near a label) the labels you want to apply and close the menu to save.  

Labels may also be added to a Review from the Review options menu.  

Filtering Review by Labels

In the main Dashboard any applied labels will be visible on the Review cards and a list of all the applied labels will also be shown in the filter menu at the left of the page. 

Selecting a label filter will result in only Reviews with that label applied being displayed in the Dashboard.  

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