Managing User Labels in Advanced Task Management

Advanced Task Management Admins can create labels that reflect unique skills, responsibilities, roles, or any other descriptive criteria. Labels are used to match task queues with the users that have corresponding assigned labels. This guide covers how to create, assign, and manage Labels.

Creating 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.

2. Select Labels.

3. Click + Add Label.

4. Enter the Name and Description of the label.

5. Click Save. After saving, a message Label Created will appear at the bottom-right corner of the screen.

Editing Custom Labels

1. In the Labels page, navigate to the Custom Labels tab.

2. Locate the desired label to modify, and click the Edit (pencil) icon.

3. Modify the label information, then click Save.

All fields are editable: 

• Name
• Description
• Is Active

Upon saving, a message Successfully Updated Label will appear at the bottom-right corner of the screen.

Activating and Deactivating Custom Labels

1. In the Labels page, navigate to the Custom Labels tab.

2. Locate the desired label to activate or deactivate, and click the Edit (pencil) icon.

3. Adjust the Is Active dropdown as needed. 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.

4. Click Save. A notification displaying Successfully Updated Label will appear in the bottom-right corner of the screen.

Filevine Roles Label Synchronization

To synchronize existing Filevine Roles as Labels, follow these steps:

1. In the Neodeluxe navigation, go to the Admin page, and then select Advanced Task Manager Setup.

2. Select Labels.

3. Click the Filevine Roles Labels tab.

4. Click Sync Roles Labels.

Activating and Deactivating Filevine Roles Labels

1. In the Labels page, navigate to the Filevine Roles Labels tab.

2. Locate the desired label to activate or deactivate, and adjust the Is Active dropdown as needed. 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.

4. Click Save. A notification displaying Successfully Updated Label will appear in the bottom-right corner of the screen.

Adding 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. In the Neodeluxe navigation, go to the Admin page, and then select General.

2. Then select Users.

3. 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.

4. From the Labels dropdown, select one or more labels. Then click Update.

A message User Labels Updated Successfully will appear at the bottom-right corner of the screen.

5. 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 will appear 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:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

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