Manage Wokflow Using Labels

Introduction

Labels are a helpful feature in organising and categorising jobs within Tax Sorted. This article provides a step-by-step guide on how to create and add labels for jobs. 

How to Create Workflow Labels

Step 1: Log in to Tax Sorted and head over to the Job Dashboard.

Step 2: Click on Settings > Label.

Step 3: Now click on Create Label button from the top right.

Step 4: Select the type as Workflow and enter Label Name & Description select Label Colour and hit create.

Step 5: You will now receive a confirmation toast message at the bottom of your screen.

Step 6: Once the Label is created, it can not be edited but can be deleted by clicking on the Delete icon.

How to Create Review Note Labels

To add note type follow the steps mentioned below. These labels can be used while you add Review Notes to Financial Reports, Journals and General Ledger.

Step 1: Login to Tax Sorted and click on Settings > Labels.

Step 2: Now click on Create Label button from the top right corner of your screen.

Step 3: Select the Type as Review Note and enter Label Name.

Note: As soon as you select the Type as Review Note, all the existing labels for review notes will be displayed in a text box. This is to avoid duplication of the labels with the same name.

Step 4: Add Description and click on Create.

Step 5: The Label will be created successfully and you will receive a confirmation toast message at the bottom of your screen.

How to Add Labels

Step 1: Log in to Tax Sorted and click on Workflow.

Step 2: Now click on the + icon under the Label column to add labels.

Step 4: A list of added labels will be created, click on the checkbox to select Labels and hit Save to add them to the job.

By following these steps, you can add labels to Jobs within Tax Sorted.

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