Manage Wokflow Using Labels

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.

Client-list-workpaper-file

Step 2: Click on Settings > Label.

settings-labels

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

create-labels

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

add-label-name-and-colors-and-create

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

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

delete-labels

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.

settings-labels

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

create-labels

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

label-type-and-name

Notes
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.

add-label-description

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

label-created-successfully

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.

add-workflow-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.

select-labels-and-save

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

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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