Organizing Work with Labels

Description

Labels are free-form tags you attach to the objects in a project — the project itself, its workflows, steps, tables, dimensions, data editors, and user-defined functions. Use them to group related items by whatever matters to you (a phase of work, a source system, an owner, a release) and then find those items again quickly.

Labels are stored in lowercase and shown as small chips wherever the object appears, so a consistent set of labels becomes a lightweight way to slice a large project.

Where to Manage Labels

Every taggable object has a Labels box in its detail panel:

• Project Labels — on the project home
• Workflow Labels, Step Labels, Table Labels, Dimension Labels, Data Editor Labels, and UDF Labels — on the corresponding item’s detail panel
• Labels — on the General tab of a workflow step’s form

The box lists the object’s current labels as chips and provides a field for adding more, with an Add button beside the field.

Adding a Label

1. Click anywhere in the Labels box to place the cursor in the entry field.
2. Type the label text.
3. Click Add, or press Enter (or type a comma), to add it.

The new label appears as a chip, and the entry field clears so you can add another. The chips wrap onto more than one row as you add labels, so nothing is hidden.

Note

Labels are converted to lowercase automatically. If the label you type is already on that object, PlaidCloud tells you and does not add a duplicate.

Note

On a workflow step you are creating for the first time, labels you type are held until you save the step, then attached to it. Every other Labels box saves each label as soon as you add it.

Removing a Label

• Click the × on a chip to remove that label, or
• With the entry field empty, press Backspace to remove the last chip.

Finding Items by Label

Labels appear as chips in the Labels column of the project lists — Workflows, Steps, Tables, and so on. To narrow a list to the items carrying a particular label, type the label into the list’s filter box; the search matches label text along with the item name. Hover a chip that is too long to fit its column to reveal the full label.

Related

• View projects — find and open the project whose objects you want to label
• Workflows — the workflows and steps you can tag inside a project
• Manage tables and views — the data objects that also carry labels