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      Using Labels on Workboards
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        Using Labels on Workboards

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          Labels can be added to Work Orders to provide additional details or add filtering capabilities. Labels can be used to show/hide selected Work Orders on Workboards.

          By default, Workboards will show all Work Orders, no matter what Labels are applied. However, it is possible to customize which Labels are shown and how they are ordered.

          View, Hide, and Order Labels on Workboards

          Prioritize Work with Labels

          Ordering your Labels in Workboards allows you to use them as a work prioritizing tool, if the Workboard toggle to "Order by Label Priority" is turned on:

          Screenshot 2025-06-02 at 3.43.42 PM.png

          However as described in the Scheduling article, Label priority follows after any settings made by Station Scheduling, Station Prioritization, and Global Prioritization tools.

          • Switch on: Labels are arranged matching the order in “LABEL SETTINGS”.
          • Switch off: Labels are arranged by their respective Work Order deadline.

          From the Workboard screen, click on the LABEL SETTINGS button to allow options to view, hide, and order Labels. For example, on a Workboard composed to inform the work of your sandblasting crew, there may be no need to show the progress of jobs that will not need blasting. Those jobs can be labeled for a different Workboard. Labels can also be used in combination for multiple needs.

          Screenshot 2025-06-02 at 2.38.01 PM.png

          Hiding Labels Conceals Work Orders on Workboards

          Hidden and unhidden Label selections will apply to the Workboard whether “Order by Label Priority” is toggled on or off. Always make sure that Label visibility preferences are used correctly to avoid accidentally omitting jobs from lists.

          1. Click on the eye icon to make Labels viewable or hidden.
            • If a Work Order has only one Label and it is marked as hidden, the Work Order will not appear on the Workboard.
            • If a Work Order has more than one Label and at least one is marked as visible, it will appear on the Workboard.
          2. Drag and drop Labels to order them.
            • By default, Labels are ordered by creation date.
            • Labels will be ordered based on the status of the "Order by Label Priority" switch.
          3. Save or Cancel your preferences.
          4. Click "Reset Settings" to clear all preferences.

          User Labels
          When any label is assigned to an active Workboard or Workboard Folder, the LABEL USERS button is available in the Workboards Page header:

          Screenshot 2025-06-03 at 12.49.41 PM.png

          You can associate individual Users with Labels, so that those who don't have "Write: Workboards" permission checked on their User Page can be restricted by Label to only work the Workboards that are relevant to their own job assignments. You can assign multiple Users to a Label, and multiple Labels to a User.

          Screenshot 2025-06-03 at 12.49.10 PM.png

          Work Order Priority Badges

          Work Orders may be prioritized in the Prioritization module. Prioritized Work Orders display a badge indicating their global priority status. More information can be found in the Scheduling and Prioritization articles.

          Screenshot 2023-10-26 at 2.23.48 PM.png

          To adjust Work Order priority:

          1. Go to the "Prioritization" page.
          2. Drag and drop Work Orders into the desired priority order.
          3. Save changes.
          4. Workboards will reflect the adjusted global priorities.

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          Part Group and Work Order Labels:

          Part Group Labels are available on the Workboard Work Parts menu.

          To add a new Label to parts on a Work Order from the Work Parts page, click the "Worker with Gear" Work Parts icon.

          In the Work Parts dialog box, clicking the "+" plus sign icon next to the Work Order Number allows you to select an existing Label or create a new one.

          Screenshot 2025-06-02 at 1.50.08 PM.png

          To create a new Label, click the "boxed plus sign" icon, type a name, select a color to associate with the Work Order, and click SAVE. The new Label will then be available in the drop-down list.

          Select the Label and click Save. The Label will now travel with the Part Group through the remainder of the Process.

          Work Order Part Grouping On a Work Order:

          To create a Part Group and add Labels to a Work Order, there are a few steps to follow. For example, if two Parts (with different Part Numbers) on a Work Order are hot and you don’t want to label the entire Work Order, you can group and label just those Parts. Here's how:

          Group the Parts:

          • Click the downward arrow next to Move Parts, then select Group/Serialize Parts.
          • Add a new Group to the list, input the two Parts, and apply a Label using the instructions above for adding Labels from the Work Order Parts Detail page.

          Label Behavior:
          Once a Label is applied to a Part Group, it will appear wherever that group is shown—including on the Workboard. The Label will follow the group as it moves through the the assigned Process.

          Impact on Workflow:

          • This does not affect the Parts' ability to be racked or how they are treated in processing. However, the Label makes it more visible on Invoices and in other parts of Steelhead.
          • If you reference the Work Order, you’ll notice that you can add Labels directly to the Part Group here as well. Note: If no Group has been created, you won’t be able to add a Label to the Part Number individually.
          • Labels can exist at both the Work Order level and the Part Group level.

          Video tutorial on how to group Parts:

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