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Organise tasks with labels

Labels group related tasks, such as competitors, pricing pages or compliance sources, so you can find and filter them quickly. A task can have more than one label.

Add labels to a task

  1. Open the Advanced tab

    Edit the task and go to its Advanced tab. Task labels is at the bottom.

  2. Pick or create a label

    Choose one from Select label, or click New label to create one. Repeat to add more. Click the × on a label to take it off the task.

    The Task labels field with a Competitors label, a New label button and a Select label menu
  3. Save

    Click Update task. The label shows on the task’s row in the list.

To label many tasks at once, select them in the list and use Bulk edit. You can also ask Monity AI, for example “add the label Competitors to my pricing tasks”; it asks you to confirm first.

Manage all labels

Open Labels in the left sidebar to see every label, with how many live tasks use it. Click the count to see those tasks. Click the pencil (Edit) on a label to rename it or change its colour, or the bin (Delete) to delete it.

The Labels page listing labels, each with its live task count and Edit and Delete buttons

Click New label to create one here: enter a Name, pick a Colour, check the Preview, then click Create label.

The New label dialog with a Name field, colour swatches, a preview and a Create label button

Filter by label

In Tasks, open the filters and choose one or more labels under Label. See Find tasks: search, filter and sort.

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