Labels & Workflows
Customize workspace labels and team workflow states to match how your team works.
Labels and workflow states are the building blocks for organizing and tracking work in Dial8.
Labels
Labels are workspace-wide tags you can apply to actions, projects, and initiatives for categorization.
Managing Labels
Go to Settings → Labels to:
- Create labels — Add a new label with a name and optional color
- Edit labels — Rename or recolor existing labels
- Delete labels — Remove labels (they'll be removed from all tagged entities)
Using Labels
Apply labels from any entity's detail view or through bulk operations. Labels are useful for:
- Cross-team categorization (e.g., "bug", "feature", "tech-debt")
- Priority tagging beyond the built-in priority field
- Domain marking (e.g., "frontend", "backend", "infrastructure")
- Workflow stages that don't fit into status (e.g., "needs-review", "blocked-external")
Filtering by Label
All entity views support filtering by label. Combine label filters with other properties to create powerful custom views.
Labels also appear on email threads — apply workspace labels to email threads for organization alongside your other work.
Workflow States
Workflow states define how actions move through your process. Each team has its own set of states.
State Categories
Every workflow state belongs to one of five categories:
| Category | Meaning | Default States |
|---|---|---|
| Backlog | Not yet planned | Backlog |
| Unstarted | Planned but not begun | Todo |
| Started | Currently being worked on | In Progress |
| Completed | Successfully finished | Done |
| Canceled | Decided not to do | Canceled |
Customizing States
Go to Settings → Teams → [Team Name] to customize workflow states:
- Add states — Create new states within any category
- Rename states — Change state names to match your terminology
- Reorder states — Drag to reorder states within a category
- Remove states — Delete states (actions in that state will need to be reassigned)
Examples
A software team might use:
- Backlog → Triage, Backlog
- Unstarted → Ready, Todo
- Started → In Progress, In Review, QA
- Completed → Done, Shipped
- Canceled → Won't Fix
A sales team might use:
- Backlog → New Lead
- Unstarted → Qualified
- Started → In Negotiation, Proposal Sent
- Completed → Closed Won
- Canceled → Closed Lost
Board View
Workflow states map directly to columns in the board (kanban) layout. Moving an action between columns changes its status.