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Introducing Labels

An introduction to labels and how to use them.

Miles avatar
Written by Miles
Updated over a week ago

Labels are like "categories" or "tags" and provide a way for you to categorise, group together and identify the state of claims, contacts, tasks, documents, messages and companies.

Your Claimable account comes with some default labels, but they are completely customisable, so you can create your own list that suits your workflow.

There are no limitations on how many labels you can add. When creating a new label, you have the option of naming and colour-coding it. Labels can be edited and deleted according to preference, so don't fear playing around to find the right labels for you. Your claims, contacts, tasks etc. won't get deleted even if a label is!

The Benefit of Labels

Identifying the State of a Claim, Contact, Task, Document, Message & Company

Labels are a great way to identify the state of a claim, contact, task, document, message or company. For example, if a given claim needs review by your team, you could apply a label "Needs Review" which might be colour-coded orange, to indicate, at-a-glance that the claim needs this action.

Another common label is "Urgent", which is typically colour-coded red, to reinforce that an urgent action is required on a claim.

Powering Your Workflow

You can quickly see a list of all your labels from the Claims, Messages, Tasks, Contacts and Companies tabs, along with the total number of records which have that label.

This gives an at-a-glance overview of which labels need your team's attention.

The labels that are applied to a record show alongside it in the main list and also when viewing and working on the claim, contact, task, document, message or company.

For example, the people in your team might have various responsibilities, that you could manage via the labels you setup so that each team member can easily see what they need to action.

Setting Up Labels

You can create, edit and delete labels from the Claims, Messages, Tasks, Contacts and Companies tabs, as shown below.

Each of the labels are unique to the tab in which they are added and should have short, concise name along with a colour.

Reordering Labels

Labels can be reordered by dragging and dropping them into your preferred order.

Only users with the role "Admin", "Manager" and "Claim Handler" can reorder labels.

Applying and Removing Labels

Once you have established a list of labels, you can apply them to your claims, contacts, tasks, documents, messages and companies.

You can add a label to a record by clicking the edit labels button. A list of available labels will appear from where you can add or remove them, by clicking to toggle the checkbox, as shown below.

See Who Added a Label and When

You can see which user added a label and when they added it, by hovering over the label.

The History tab will also show when labels were added or removed and by whom.

Filtering by Labels

To further enhance your workflow you can use the filtering feature in Claimable to filter by multiple labels. You can read more about this and the benefit of filters here.

Need help?

Just click the support chat bubble in the bottom right corner and we will happy to assist you. Alternatively, you can learn more from the following introduction articles: 

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