Tasks
Labels & categories
Labels categorise tasks by the type of work they represent. The default set reflects typical UK and Irish engineering workflows — but you can customise them for your practice.
Default labels
- RFI
- Requests for information from clients, contractors, local authorities or other parties. Use for any external information chase.
- Drawing
- Drawing production tasks — GA plans, sections, details, sketches. Any task resulting in a document issued to another party.
- Calc
- Structural or civil engineering calculations. Calc tasks support a sign-off workflow — a senior engineer can mark a calc as checked and approved.
- Council
- Planning permission submissions, pre-application consultations and council correspondence.
- Building Regs
- Building control submissions, commencement notices and compliance sign-offs.
Adding custom labels
- 1Go to Settings → Labels.
- 2Click + New label.
- 3Give it a name and choose a colour from the palette.
- 4Click Save. The label immediately appears in the task label picker across all projects.
TipCustom labels work best for practice-specific workflow steps that aren't covered by the defaults — for example "Specification", "Tender" or "Site visit".
Last updated June 2026