How to create labels for tasks

This article will show you how to create labels during a form fill out.

Before we get started

Take note

The label will be visible on the open task card and within the results overview.
The label can also be edited on the results overview by clicking on the pencil icon.

Add labels to tasks Webapp

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner of the screen and select an organization.

Step 3: Click Actions

Step 4: Click My Tasks

If you do not have an open task, you can create one by starting a new workflow.

Step 5: Click Complete Task

Open the task to add a label

Step 6: Scroll to the bottom of the form

Step 7: Click Add notes

Step 8: Click Create first label

Step 9: Add label name

Step 10: add a label colour

Step 11: Save notes

Add labels to tasks on the Mobile app

Step 1: Sign in to the Capptions Direct mobile app

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner of the screen and select an organization.

Step 3: Click Actions

Step 4: Click My Tasks

If you do not have an open task, you can create one by starting a new workflow.

Step 5: Click on Add label

Step 6: Add a title

Step 7: Choose a colour

Step 8: Click save

And that's how easy it is!

We hope this article is helpful in creating labels for a task. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!