Requires the following role: Owner
Overview
Group labels let you associate tasks in a workflow.
For example, you can create a Legal label for tasks related to your Legal team. Or create a Document Collection label for tasks related to document intake.
Creating a Group Label
To create a group label:
- In Settings --> Group Labels.
- Click Add Group Label.
- Enter a Name for the label.
- Click Add Group Label.
Renaming a Group Label
To rename a group label:
- Click the ellipsis […] for the selected label row.
- Select Edit Group Label.
- Enter a new Name for the label.
- Click Save.
Tropic applies the updated label name to any tasks in workflows or open requests.
Deleting a Group Label
- Click the ellipsis […] for the selected label row.
- Select Delete Group Label.
- Click Delete.
Tropic removes the delete label name from any tasks in workflows or open requests.
Adding Group Labels to Tasks
When you add or edit a task, you can specify an optional Group Label.
Additional Resources
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