Applying Labels

This topic guides you on how to apply labels to any record.

On application basis, Labels are of two types –

A Label can be applied to any module. For a detailed introduction, you can refer to the Labels-Overview.

Perform the following steps to apply Primary and Secondary labels on a record:

To apply Labels on a record

Log in to the Portfolio Management application.
Open the required workspace:
- For a Portfolio, navigate to Portfolio > Application or Business Portfolio and click the required portfolio ID.
- For Idea, Demand, Project, Tasks and Program, navigate to Workspaces > Idea/Demand/Project/Project Tasks/Program and click the required Idea/Demand/Project/Project Tasks/Program ID.
- For Sprint, Phase and Requirement, navigate to the respective parent Project or Demand and under the Sprint/Phase/Requirement tabs click the required Sprint/Phase/Requirement ID.
On the respective workspace, click Edit. This will open the editable window.
Scroll to the Primary Label field and click to see the selection dropdown. This dropdown will have all the labels created in the hierarchy. Check the screenshot below.
Select one out of the available Labels, depending on the requirement.
Similarly, go to the Secondary Label field and click to see the selection dropdown. This dropdown will have all the labels created in the hierarchy except the one you selected as the Primary Label.
Select one or more, depending on the requirement.
After filling in all the required fields, click Save.