Labels are like "categories" or "tags" and provide a way for you to identify the state of claims 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 won't get deleted even if a label is!
The Benefit of Labels
Identifying the State of a Claim or Company
Labels are a great way to identify the state of a claim 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 or Companies tabs, along with the total number of claims or companies 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 claim or company show along with their respective colour-coding, in the list of claims and companies, so that your team can immediately determine their state before viewing them.
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 remove labels from the Claims or 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-code.
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 and companies.
You can apply a label to a claim via the Claim Inspector by clicking the cog icon in the labels section. A list of available labels will appear, from where you can apply or remove them, by clicking to toggle the checkbox, as shown below.
To add a label to a company you just need to click on the label icon on the company page and choose from the existing labels.
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.
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: