Using labels in todo.vu helps you to find and organize your tasks quickly, refine and streamline your reporting, and work efficiently according to priorities and deadlines.
Remember, as long as you have the right user permissions, you can create any label you want to in todo.vu – and you only have to do it once. Then, you can add that label to any task as needed. Labels are shared across your workspace and visible to all users. (Here’s where to go if you need a refresher on how to create labels.)
If you’re not using labels on your todo.vu tasks, we highly recommend you do. Here’s why – with a few real-life examples:
To extend todo.vu’s default task workflow states
Labels allow you to extend your task workflow beyond todo.vu’s default ‘Snoozed’, ‘To-Do’, and ‘Done’ categories to meet your specific requirements.
If you’re an IT business, for example, you might like to tag your development tasks with labels such as:
- ‘Needs testing’
- ‘Approved for release’
- ‘On staging’
- ‘On production’
If you’re a blog post writer whose content typically goes through several revisions, you might like to tag your writing tasks with labels such as:
- ‘First revision’
- ‘Second revision’
- ‘Awaiting final approval’
Then, you can see, find and action these tasks quickly. Simply sort your tasks according to any label with todo.vu’s context filter — even save any search filter view as a “favorite”* to get back to it at any time with one click.
*To ‘favorite’ a search filter view, simply click the star icon at the right-hand side of your the search bar after you have entered your filters, and give that view a name. Click the star icon to search for and navigate to your favorited views.
To enhance your reporting
If you want to see and analyze how much time (and associated billing cost) was dedicated to any business activity, just ensure there’s a label for it, and use that label consistently across the right tasks.
To see time spent on Marketing activities, for example, ensure you have a label titled as such and add it to all marketing-related tasks. To see time spent on your tax return, create a label and add it to all tasks related to that activity.
In fact, you can see exactly how much billable or non-billable time was spent on any label by any team member, for any client or project, and within any chosen timeframe.
If you’re a business that receives a tax rebate for Research and Development-related expenses, you could create a label to identify these tasks, and then add it to every applicable task.
Then, when it comes to your mandatory reporting, it can be done in few clicks, like so:
- Go to your ‘Reporting’ dashboard on the left-hand side of your todo.vu Workspace
- Filter by your R&D label
- Filter according to client, project and user as it suits your needs
- Filter by billing status if required
- Select your chosen time period
- Hide or display your billing rates
Task labels can also help ensure that your activity and billing reports are highly accurate and consistent.
Only users with the right permissions can create labels and add them to tasks. That means managers are in charge of creating labels and and categorizing tasks according to labels, saving their teams the effort and minimizing the potential that tasks will be categorized, and then reported on, incorrectly.
Team members simply have to start their timers on the tasks, without worrying where and how their time record needs to be categorized.
To flag priority tasks
todo.vu has its ‘Important’ task marker – but what if you want more options?
todo.vu’s labels allow you to tag and sort tasks based on more than just whether they are important to you or not.
Try custom labels such as:
- ‘Low priority’
- ‘On hold’
- ‘Show stopper’
This way, you can help your team to work more efficiently with better prioritization.
Are you using labels in todo.vu? If you use todo.vu with a team, you can sign up for a 1-on-1 call with us to help you set up and use todo.vu for your specific needs. We’ll help you set up labels to suit your processes and more.
Just get in touch with us to find out more: email@example.com
Or, get started with a free, 14-day trial of todo.vu today simply by clicking the button below. Here are some tips to help you on your way.