Manage User Labels in Advanced Task Management

  • Updated

Who can use this feature?

Admins (atm_admin).
For more information about roles please visit:
Advanced Task Management Roles and Permissions

 

Advanced Task Management users with Admin role can create labels that reflect unique skills, responsibilities, roles, or any other descriptive criteria required to resolve tasks. This guide covers how to create, assign, and manage Labels.

Create Custom Labels

To create a new label for Advanced Task Management, follow these steps:

  1. In the Neodeluxe navigation, go to the Admin page, and then select Advanced Task Manager Setup, then select the Labels option.
  2. Click the + Add Label button.
  3. Enter the labels Name, Description and click the Save icon. A message displaying Label Created appears in the bottom-right corner of the screen.

 

Users can now assign these labels to different staff members based on the skills, roles, or responsibilities that each label represents. These labels will be used to match tasks and queues with users who have the corresponding assigned labels.

Edit Custom Labels 

  1. In the Labels page, navigate to the Custom Labels tab.
  2. Locate the desired label to modify, and click the Edit icon.
  3. Modify the label information, and then click the Save icon.

All the fields in the row are editable: Name, Description, and Is Active.

A notification displaying Successfully Updated Label appears in the bottom-right corner of the screen. 

Activate/Deactivate Custom Labels 

  1. In the Labels option,go to the Custom Labels tab, locate the label to activate/deactivate, and click the Edit icon.
  2. Modify the Is Active dropdown, and then click the Save icon.

  • Select Yes to activate the Label and No to deactivate it.
  • When the label is deactivated:
    • If the label was previously assigned to a user, the label will remain assigned to the user. However, if the label is removed, it cannot be re-assigned.
    • The label will not be considered when a user requests a new task.
    • The queue will ignore the label when determining the users who have access to it.
    • The label will not be displayed in the user label assignment.

A notification displaying Successfully Updated Label appears in the bottom-right corner of the screen. 

Filevine Roles Labels Synchronization

To synchronize existing Filevine Roles Labels, follow these steps:

  1. In the Neodeluxe navigation, go to the Admin page, and then select Advanced Task Manager Setup, then select the Labels option.
  2. Select the Filevine Roles Labels Tab.
  3. Click the Sync Roles Labels button.

A notification displaying The roles were updated successfully appears in the bottom-right corner of the screen. 

Activate/ Deactivate Filevine Roles Labels 

  1. In the Labels option,go to the Filevine Roles Labels tab, locate the label to activate/deactivate, and click the chevron icon located in the Is Active column.

  • Select Yes to activate the Label and No to deactivate it.
  • When the label is deactivated:
    • If the label was previously assigned to a user, the label will remain assigned to the user. However, if the label is removed, it cannot be re-assigned.
    • The label will not be considered when a user requests a new task.
    • The queue will ignore the label when determining the users who have access to it.
    • The label will not be displayed in the user label assignment.
    • Will not affect the existing tasks, only are affected new tasks after the deactivation.

Add/ Assign Labels to Users

Assigning labels to users ensures smoother operation of the Advanced Task Management feature by matching users with the appropriate tasks or task queues. To assign a label to a user, follow these steps:

  1. Go to the Admin option, and select the General option, then select Users.
  2. Select the user from the list to whom you want to assign labels, and locate the User label assignment section of the user's profile.
  3. From the Labels dropdown, select one or more labels. Then click Update.
    A message displaying User labels Updated Successfully appears in the bottom-right corner of the screen.
  4. To create a new label directly from the user’s profile, click + Add Label and enter the new label's Name* and Description, then click Save. 

A message displaying Label Created Successfully appears in the bottom-right corner of the screen and the newly created label will be added to the selected labels for the user.

  

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Advanced Task Management, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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