Magnetic is bringing some colour to your life! Use colours to visually organise and brighten up opportunities, jobs and tasks.
Add labels to colours
Admin users can add labels to colours under Company Settings > Colours. Labels ensure that the colour will have the same meaning for everyone in the company.
For example, when using colours to indicate priority, add a "High Priority" label to the colour red.
Selecting colours on opportunities, jobs and tasks
When you are creating or editing an opportunity, job or task, only colours that have labels will be displayed in the Colour dropdown list. Select the relevant colour and save.
The different views in Magnetic for opportunities, jobs and tasks will display this colour for all users.
Filter on colour label
You can filter opportunities, jobs and tasks using the colour label assigned to the item:
Lize
Introducing Colours to Magnetic!
Magnetic is bringing some colour to your life! Use colours to visually organise and brighten up opportunities, jobs and tasks.
Add labels to colours
Admin users can add labels to colours under Company Settings > Colours. Labels ensure that the colour will have the same meaning for everyone in the company.
For example, when using colours to indicate priority, add a "High Priority" label to the colour red.
Selecting colours on opportunities, jobs and tasks
When you are creating or editing an opportunity, job or task, only colours that have labels will be displayed in the Colour dropdown list. Select the relevant colour and save.
The different views in Magnetic for opportunities, jobs and tasks will display this colour for all users.
Filter on colour label
You can filter opportunities, jobs and tasks using the colour label assigned to the item: