4.3 Creating Labels
This lesson will show you how to create labels in AgileCase and how to govern their usage in the system.
What are labels?
Labels are used across AgileCase to categorize and sort data.
Labels can be applied to a variety of objects such as contacts, cases, notes and Emails. Once an object has been labeled it can be sorted by that label in various areas of the system. If used consistently throughout your system, labels can greatly ease navigation.
Accessing labels
To configure your labels, click the "Labels" button in the settings menu under "System Settings".
Adding a new label
on the labels page your currently available labels will be displayed along with the areas of the system in which they are enabled. To start creating a new label click the "Add Label" button.
Fill in label details
on the "Label Details" page you will be able to name your new label and set what areas of the system it will be available in. When you have finished, click "Save Label" to add it to the system.
New label added
Your new label has now been added to the system and will be displayed alongside the default "Business" and "Personal" labels included in AgileCase.
Editing a label
you can also edit existing labels from the labels page. To do so, use the dropdown menu beside the label you want to edit and click "Edit".
Change the label details
you can now edit your existing label in the same manner as you would create a new one. Once you have finished editing the label, click "Save Label" to finalize your changes.
Deleting a label
If you want to delete a label and send it to the recovery bin, use the corresponding dropdown menu and select "Set inactive".
Confirm your choice
after clicking "Set inactive" you will receive a message prompting you to confirm your choice. Click "OK" to proceed and send the label to the recovery bin.
As an administrator you will be able to recover deleted labels, click here to find out how to do so.