What are Project Labels?
Project Labels help organize research projects across brands, business units, initiatives, teams, or client accounts. Labels can also support filtering, reporting, and project tracking workflows across your organization.
How do I create Project Labels?
Project Labels are managed at the organization level by organization admins. For step-by-step instructions, see: Manage Project Labels
Where can I assign Project Labels?
You can assign or update Project Labels in:
- The Project Setup Wizard
- The Services Request Form
- Project Settings
Can I assign more than one label to a project?
Yes. Projects can include multiple labels. You can select one or more labels during project creation or update them later from Project Settings.
What happens if my organization has not configured any labels?
If your organization admin has not created any labels, the Project Label field will not appear in:
- The Project Setup Wizard
- The Services Request Form
- Project Settings
The feature only becomes visible after labels are configured at the organization level.
Are Project Labels required?
That depends on your organization's settings.
Organization admins can require labels for all new projects. When labels are required, you must select at least one label before completing project creation or submitting a Services Request Form.
If labels are optional, you can leave the field blank.
Can I update labels after a project has already been created?
Yes. Project owners, editors, and collaborators can update Project Labels at any time from Project Settings.
You can:
- Add labels
- Remove labels
- Replace existing labels
Updating labels does not affect other project settings or project data.
Do changes to organization labels affect existing projects?
No. Changes made to organization-level labels only apply to new projects going forward.
Existing projects and their previously assigned labels are not automatically updated or removed.
Who can manage organization-level labels?
Only organization admins can:
- Create labels
- Edit labels
- Remove labels
- Configure whether labels are required
Researchers, collaborators, and editors can assign or update labels on projects, but they cannot manage the organization-wide label list.
Can Project Labels be used to filter projects?
Yes. Project Labels appear on the project dashboard and can be used as filters.
You can:
- Filter by one or more labels
- Combine label filters with date-created filters
- Narrow results across multiple project categories
When multiple labels are selected, projects matching any selected label will appear in the results.
Are Project Labels included in reporting?
Yes. Project Labels can be included in reporting workflows and integrations.
Project labels and team designation can be associated with the project during creation and used for reporting purposes, including Discuss QuickSight reporting.