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How to Create Labels and Categories in Jolt
How to Create Labels and Categories in Jolt
Curtis Nash avatar
Written by Curtis Nash
Updated over 4 months ago

How to Create Labels and Categories in Jolt

Creating Labels and Categories in Jolt helps you organize and manage your labeling system efficiently. Follow these steps to set up categories and labels for your devices.

Prerequisites

To use the Labeling features in Jolt, ensure you have:

  • A subscription that includes Jolt Labeling.

  • Location Website Admin, Content Group Admin, or Company Admin access in the Jolt web portal.

Note: Templates and categories must be created before you create labels. To learn how to import labels in bulk, see the Bulk Import Labels article.

Instructions

  1. Log In to the Jolt Web Portal

    • Go to Labeling and then Labels.

  2. Create a New Category

    • Click on the Categories tab.

    • Click + New Category.

    • Enter a Category Name and choose a Color. (The color helps with visual organization in the Jolt app, but is not used for printing labels.)

    • Click Save.

  3. Create a New Label

    • Go to the Labels tab.

    • Click + New Label.

    • Enter a Label Name and select a Category from the dropdown menu.

    • Choose a Template. (Templates define the layout and fields for the label.)

    • Fill in the Available Fields based on the selected template. (Fields vary depending on the template.)

  4. Add an Optional Note

    • You can add a note for informational purposes only. This note will not appear on the label itself.

  5. Preview Your Label

    • Review the Label Preview to ensure all information is correct.

    Screen Shot 2023-06-21 at 12.28.57 PM.png
  6. Save Your Label

    • Click Save to finalize and store your new label.

Related Articles

  • Bulk Import Labels

  • Bulk Edit | Labels

  • Create Label Templates

  • Other Helpful Labeling Articles

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