Labels are internal tags you can use to organize ideas (admins will be able to see and use them, but not end-users). We'll walk you through how to set them up and the different ways you can use them.
Create your Labels
- Click the Ideas icon on the left
- Click the "Labels" tab at the top of your views and forums.
- Existing labels will display here.
- Click the '+' icon on the left to create a new label.
- You'll be prompted to enter the label name. You can choose to nest it under an existing label
Bulk add labels
- To bulk add a label to ideas, in the idea grid click the checkbox next to the ideas you wish to add the labels. Note: you can only add bulk labels to 5,000 ideas at a time.
- Click "More actions" from the top menu and choose "Modify labels".
- Select the labels you wish to add to the selected ideas.
Add a label to one idea
There are a couple of ways to add a label to an idea.
- When viewing an idea in the idea grid, click the idea title to open the idea details. Scroll down to find the label icon (looks like a tag) to add labels.
- Display the label column in the idea grid by clicking the column selector. Labels will then be displayed in line with the ideas for you to manage.
Managing your Labels
Click the Ideas icon -> Click the Labels tab at the top of the page.You will be able to see how many ideas are using an existing label and can click through to view them.
If you click vertical ellipsis option on the right, you will be able to edit the label, change which label it is nested under or delete it.
How to use Labels
To find all ideas with a specific label, navigate to the idea grid by clicking the lightbulb in the left-hand menu. Click "All open ideas", choose your desired forum, or choose your desired saved view.All ideas with the labels you selected will be returned. The search operates on the OR function.
You also have the option to save your filters as views, which is covered in this article.
Get the Most out of your Labels
Certain ideas may be really important to your top-tier customers, while others are geared more toward the mid-market. No matter how you categorize user ideas, labels make it easy to keep track of how everything fits together.- You can use labels to categorize potential features by strategic value and estimated cost of development to help with prioritization.
- You can use labels to identify the product manager or team responsible for creating the detailed requirements for a particular idea.
- Maybe there’s a feature that your competitor has that you want to flag as a priority - labels can help!
- Once you have added labels to your ideas, you can filter ideas by multiple labels to hone in on exactly the types of ideas you want to prioritize.