🕰️ Est. Time: 5 minutes

🎯 Goal: Learn how to use labels to streamline projects and build better reports

🔑 Requirements: Access to master settings

Labels in Streamtime help you stay organised and find what you need quickly. Whether you’re tracking jobs, managing invoices, or categorising expenses, labels make it easy to filter and access the right information. They are especially useful for reporting, helping you drill down into your data for quick, accurate insights.

Below are the areas you can organise and track with labels:

Labels allow you to customise reports to drill down into the data that matters most. Learn how to use filters to analyse your data based on labels.

It's easy to end up with a long list of labels creating over time for different needs and by different people. To keep things organised, we recommend using prefixes such as JS = Job Status and PL = Pipeline.

Using prefixes also creates a dropdown making it easy to apply to correct label to your work without worrying about typos or different naming conventions.

Labels can be created in settings, which we recommend to keep things organised, or within the relevant area of Streamtime, which is useful when you need a new label on the fly.

Follow the steps below to create a label:

Labels can be created by clicking on the label icon when you go to apply them in the relevant area too.

To apply a label, click the Label icon and select the appropriate label or enter a new label name and hit enter.

To remove a label, click the ❌ symbol next to the label. You can also do this in list views.

You can rename a label anytime too. Head to Settings > Labels, select the label, and update its name.

Sometimes you want to combine labels when tidying up or revisiting your internal processes. You can do that from Settings > Labels. Select multiple labels, then use the ⋮ (three dots) at the bottom of the screen to merge them into a new label name.

To delete a label, simply go to Settings > Labels, hover over the relevant label, and hit the delete button.

To update multiple labels at once, follow these steps:

Learn more about batch actions here.

Here are some common use cases for applying labels across different areas of Streamtime.

Organise projects by key attributes making it easy to track progress and performance:

Organise invoices by key financial attributes, ensuring easy tracking and management of payments:

Track the progress and status of quotes, proposals, and estimates:

Keep your purchases and expenses organised for budgeting and expense tracking:

Categorise and track the businesses you work with to ensure smooth relationships:

Manage your network of people (clients, prospects and suppliers) with ease:

Label team members for better scheduling, resource management and reporting: