---
title: "Using Labels to Organize Data in Ontraccr"
url: "https://help.ontraccr.com/en/article/using-labels-to-organize-data-in-ontraccr"
language: "en"
last_updated: "2025-06-08T16:29:27.941Z"
---

# 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**

1.  Go to **Settings**.
2.  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**

1.  Go to the **Labels** screen.
2.  Select the relevant profile section (e.g., Users, Equipment).
3.  Click **Add (+)**.
4.  Type your label name (e.g., “Certified Welders”, “Rental Fleet”).
5.  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).

* * *
