Create and manage Labels

Use these steps to create and manage Labels.

✅ Plan Availability: All Plans
👥 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
• Tips and tricks
• Create a Label
• Edit a Label
• Remove a Label from a study
• Delete a Label

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.
    
  • 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 .
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.
   
3. In the new window, click Edit next to the label to edit.
   
4. Make your changes.
5. Click Save (or Cancel to not save your edits).
   
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 .
3. Find the label to delete.
4. Click the X next to the label.
   
5. Click Save.

Delete a Label

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

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