Flags & Labels for actions

To highlight an action or put it into a group of actions that can be filtered, use flags or labels.

Flags

• Available flags

  Flags are predefined in the system configuration and cannot be changed at the action list level. All action lists have the same flags. There are 5 types of flags:

  • Top Urgent
  • Current Focus
  • Do Soon
  • Do Later
  • Parked

  

• Flag an action

  To mark an action with a flag, click the action name to open the action details and select a flag type. Then click Save or Save + Close.

  

• Remove a flag

  To remove a flag, open the action details, select No Flag and click Save + Close.

  

Labels

• Default labels

  Labels are also predefined, but at the action list level you can change their names and colors or create new ones as required. The default settings provide 4 label types:

  • Kaizen
  • Quick Fix
  • Corrective Action
  • Strategic Action

  

• Label an action

  To mark an action with a label, click the action name to open the action details and click Add Label. Select one of the existing labels or click Create New Label.

  

• Remove a label

  To remove a label, open the action details and click the cross on the label.

  

• Edit a label

  To edit (rename, change the color of or delete) an existing label, hover over the label and click the edit pencil.

  

• The edit options then appear, as shown below.