How to preselect labels in your project

Help the people responsible for your actions find and choose the correct labels: preselect the labels in your action list.

Preselect the labels

• Edit the action list settings

  Go to your action list settings and click the edit pencil.

  

• Allow preselected labels only

  Scroll down to the Settings tab, tick Allow Preselected Labels Only and click Add Label.

  

• Filter labels by location

  Choose from the existing labels of the location, or remove the location from the filter and search the entire organization. If you don’t find the label you need, you can create a new one.

  

  

• Filter labels by document

  To copy labels from a different action list, use the document filter option (Used in Action Lists).

  

• Select the labels

  Click a label to add it at the top, among the Selected Labels.

  

• Save the settings

  When you close the window, the preselected labels appear in your project settings. Click Save.

  

Use the preselected labels

• Add a label to an action

  The action owner sees the available labels when adding a label to an action.