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Note labels provide a way to organize notes into categories such as Internal, Client, Dailies etc. You can create, edit and delete labels to fit your workflow, and they can be used to sort and search for specific notes.

Image: Example of a "Client Feedback" label filter as seen from the sidebar Notes tab of a Task.

You can manage note labels from System settings > Workflow > Note labels.

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Create a label

To create a new label go to System Settings > Workflow > Note labels and click the Create button.

Choose a label display color and type a name for your label. When you have entered the requested details, click the Create button.


Edit or delete a label

To edit or delete a label, move the mouse over the corresponding row and buttons for the actions will appear.

Important:

  • A note label cannot be deleted if there is an existing note using that label. Notes with the "offending" label will need to be updated to a new one before you can delete the old.

  • ftrack needs at least one note label in System settings, therefore you cannot remove all labels.


Create a default note label

Out of the box, notes in ftrack have no label selected. By using the optional "Default note category" setting, all notes created from the API and the note label drop-down will default to the value of the setting. When creating a new note, you can always change the label if you don't wish to use the default.

To specify a default note label go to System settings > Workflow > Settings and select a label in the "Default note category" drop-down.


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