Create Labels and Sub Labels

1. About feature

Labels in VisionSync refer to customizable tags that can be used to organize and categorize different items within a plan. These labels are customizable, which means that you can create your own labels according to the specific needs of the organization.

2. Screen explanation

The “Labels” window contains the following elements.

a. Label List: This section displays the labels and sub-labels that have been created in the strategic plan. Each label has one or more sub-labels and the option to edit or remove the label. There is a required checkbox on labels that makes it mandatory for the users creating a strategic action item (initiative) to select a sub-label from that group.

b. Label Name (Required): This field requires the name of the label.

c. Add Label Button: This button allows users to add new labels to the strategic plan.

d. Required Checkbox: This checkbox is used to specify whether the label is required or optional while creating a strategic action item (Initiative).

e. Sub-labels Field: This field is used to define the sub-labels in the label.

c. Back Button: This button allows the user to go back to the previous page.

d. Save & Submit Button: This button allows users to save the labels and sub-labels in the strategic plan.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Strategic Plan".

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. To view labels against a strategic plan, click on “Label” from the menu dropdown against the plan.

e. A list of labels that have been created in the plan will be displayed in the Label window.

f. To add a new label, enter a label name and click on the “Add” button against it.

g. Check the ‘Required” checkbox if the label is required while creating a strategic action item (initiative).

h. Enter the sub-labels inside the label and hit enter. There should minimum be one sub-label for a label. Also, no two sub-label can have the same name in one label group.

i. Click on “Save & Submit” to save the labels in the strategic plan.

4. Expected Result

After you have followed the above steps, you should be able to see the newly created label in the Labels list for the plan. You can then assign this label to different items within the plan, such as strategic action items (Initiatives) or tasks, to help organize and categorize them.

5. Dependency or Restriction

a. The labels option will only be visible to administrators and whosoever has permission to add/edit the labels for the strategic plan.

b. There should be one sub-label for one label group. Also, no two sub-label can have the same name in one label group.