Create and manage Labels

Use these steps to create and manage Labels.

‚úÖ Plan Availability: All Plans
ūüĎ• User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.

 

On this page:

 


 

About Labels

  • Use Labels to categorize and organize your studies to make them easier to find on the Studies Dashboard.
  • Labels allow you to filter studies based on the labels they are assigned to.
  • Anatomy of a label:¬†You can use a single word or multiple words (with or without spaces) as a Label.
  • Study Labels Modal¬†
    • In the Study Labels modal, view the label and the number of studies it's attached to.
      study_labels.jpg
    • Delete or edit Labels here. See below for details.
    • Pro Tip:
      It's good practice to regularly check if your labels are meaningful. You'll want to go through and verify labels are not repetitive/ineffective. Organizing your labels keeps this clean and concise.
  • Labels and Teams:
    • Labels are created under the user's default Team.
    • If a user tries to add a Label created under a Team they do not belong to, a new Label is created for their default Team. In this scenario, you may see multiple instances of the same Label.

 

 

Tips and Tricks

  • Add a single Label when the study relates to one project, initiative, or topic area.¬†
  • Add multiple Labels to associate a study with multiple projects, initiatives, or topic areas.
  • Common naming convention examples:
    • Project name:¬† Checkout¬†Usability
    • Project name and date:¬† Checkout¬†Usability November 2022
    • Project name and sprint:¬† Checkout¬†Usability Sprint 3
    • Project name, sprint, and date:¬† Checkout Usability Sprint 3 November 2022
    • Sprint:¬† Sprint 3
    • Sprint and date:¬† Sprint 3 November 2022
    • Topic area:¬† Website Navigation
    • Topic area and date:¬† Website Navigation Q4 2022

      Pro Tip
      To make it easier for someone on your team to find all studies relevant to them, add their name as a Label. This allows them to filter much more efficiently. 

 

 

Create a Label

  1. Go to the Study Details section of your study.
  2. Scroll to the Labels text box labels_text_box.jpg.
  3. Enter the label you want to assign to the study.
  4. Press Enter.
  5. Click Save.

 

 

Edit a Label

  1. Go to your Studies Dashboard.
  2. Click Labels.
    label_icon_projects_dashboard.jpg
  3. In the new window, click Edit next to the label to edit.
    edit_label.jpg
  4. Make your changes.
  5. Click Save (or Cancel to not save your edits).
    save_label_edits.jpg
  6. Click OK.

 

 

Remove a Label from a study

  1. Go to the Study Details section of your study.
  2. Scroll to the Labels text box labels_text_box.jpg.
  3. Find the label to delete.
  4. Click the X next to the label.
    remove_label.jpg
  5. Click Save.

 

 

Delete a Label

  1. Go to your Studies Dashboard.
  2. Click Labels.
    label_icon_projects_dashboard.jpg
  3. In the new window, click Delete next to the label to delete. A confirmation window appears.
    edit_label.jpg
  4. Click Delete in the new window.
    confirm_label_delete.jpg
  5. Click OK.

 

Please provide any feedback you have on this article. Your feedback will be used to improve the article and should take no more than 5 minutes to complete. Article evaluations will remain completely confidential unless you request a follow-up. 

Was this article helpful?
0 out of 1 found this helpful