Using Labels to Organize Data in Ontraccr

📄 Using Labels to Organize Data in Ontraccr

Labels in Ontraccr are lightweight, flexible tags that help you organize, filter, and sort various types of data—especially when you’re working with large datasets across users, equipment, vendors, and more.

🧭 Where to Access Labels

Go to Settings.
Click Labels.

🧰 What You Can Label

You can create and apply labels to:

Category	Example Use Cases
Users	Trades, Certification Levels, Union Status
Equipment	Owned vs. Rented, Type, Maintenance Status
Gantt	Task Type, Department Ownership
Client Labels	Industry Type, Account Tier
Vendor Labels	Specialty, Prequalified Vendors
Invoice Statuses	Custom stages like “Pending Review”, etc.

🛠️ How to Create Labels

Go to the Labels screen.
Select the relevant profile section (e.g., Users, Equipment).
Click Add (+).
Type your label name (e.g., “Certified Welders”, “Rental Fleet”).
Click Save.

Labels are now available for filtering and assigning.

🏷️ Applying Labels

Labels can be applied when:

Creating or editing a profile (user, equipment, etc.)
Using filters in search or scheduling views

For example:

When filtering a user list to assign shifts, you can select all users tagged with “Night Shift Certified”
In equipment tracking, you can filter for all assets labeled “Needs Inspection”

💡 Real-World Example

Let’s say you manage a large equipment fleet:

Create labels like:
- Service Due
- Winterized
- Assigned to Project X

These help you quickly filter and act without manually sorting or searching by name.

✅ Tips and Edge Cases

Labels Are Freely Editable: You can add or delete them at any time.
Label Names Should Be Consistent: Use naming conventions to avoid duplicates or ambiguity.
Cross-System Use: Labels can be used across multiple modules (e.g., user labels used in scheduling and permissions).