Note: Use of Cross Project Labels and the ability to Report across Projects requires an Enterprise License of Centercode.

What are Cross Project Labels?

Cross Project Labels are unifying labels created by Community Admins and used to identify similar resources across projects that may not use the same vocabulary. For example, Feedback types in separate projects that might be titled differently (such as Issues, Problem Reports, Bugs) can all be unified under the "Bug Reports" Cross Project Label to open up the ability to Report on them across Projects.

Unifying Cross Project Labels can be used in regards to the following tools:

  • Feedback
  • Content Type
  • Release Type
  • Surveys
  • User Management Filters
  • Feedback Management Filters
  • Teams

How do I Create a Cross Project Label?

Note: You must be a Community Administrator to access the Cross Project Labels tool at the Community Level.

Although Cross Project Labels are meant to be used in Projects, they're created at the Community level. By default, Centercode will provide you with some very basic Cross Project Labels as templates but you can create your own custom labels. To do so...

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu
  2. Click the Configuration link in the left-hand menu
  3. Click the Cross Project Labels button in the Enterprise Features area
  4. At the bottom of the page, select the New Label Type the drop-down list
  5. Enter the desired New Label Name
  6. Click the Add New Label button at the bottom of the page

How do I Assign a Cross Project Label in my Project?

Once you have created a few Cross Project Labels at the Community level, or have decided to use the basic templates that come pre-populated, you can then assign them to Resource Types, Surveys, Teams, Feedback, or Filters in your Project.

To assign a Cross Project Label to a Resource Type...

  1. Click on Project Tools in the left-hand menu
  2. Click on either Content or Releases in the main body area
  3. Click on the Content Type or Release Type Bar of your choice
  4. Check the "Use in Project Dashboards" box
  5. Select a Label from the drop-down menu and Submit

To assign a Cross Project Label to a Survey...

  1. Click on Project Tools in the left-hand menu
  2. Click on Surveys in the main body area
  3. Hover over the Survey of your choice and click the Modify pencil icon
  4. Click into the Advanced Options section
  5. Check the "Use in Project Dashboards" box
  6. Select a Label from the drop-down menu and Submit

To assign a Cross Project Label to a Team...

  1. Click on Project Tools in the left-hand menu
  2. Click on Teams in the main body area
  3. Click into the Team of your choice
  4. Check the "Use in Project Dashboards" box
  5. Select a Label from the drop-down menu and Submit

To assign a Cross Project Label to a Feedback type...

  1. Click on Project Tools in the left-hand menu
  2. Click on Feedback in the main body area
  3. Hover over the Feedback of your choice and click the Modify pencil icon
  4. Click into Basic Feedback Properties
  5. Scroll down to the Advanced Options section
  6. Check the "Use in Project Dashboards" box
  7. Select a Label from the drop-down menu and Submit

To assign a Cross Project Label to a User Filter or Feedback Filter...

  1. Click on User Management or a Feedback type via the left-hand menu
  2. Create a new Filter or select a pre-existing Filter and click the Modify pencil
  3. Scroll down to the Filter Options section
  4. Click the "Save Filter" box 
  5. Click the "Use in Project Dashboards" box
  6. Select a Label from the drop-down menu and Update Filter

Reporting on Cross Project Labels

Once Cross Project Labels have been created and configured into your Projects, you can then create Reports focused on metrics across those Projects to compare, or even better, view the effectiveness of your Customer Validation program as a whole.

  1. Click Community Tools on the left hand menu
  2. Click Reports on the left hand menu
  3. Click Create a Report Element at the bottom of the page
  4. Select "Projects" as your Datasource
  5. Select Your Data - Add items to include in the report element. Different styles will be available based on type and quantity of selected items. These are your columns of data.
  6. Add Filter -  Limit the report element to a specific subset of results. Continue with No Filter for all results. These are your rows of data. Common filter is Survey - Complete = Yes
  7. Pick a Style - Visual presentation of your report element. Available styles determined by data items selected.
  8. Name Report Element & choose destination. Save as a New Report can be built upon and distributed, or add to an existing report.
  9. Click Submit to proceed to the next page.
  10. Name your Element
  11. Click Submit to save and generate your Report.

Important Notes:

  • Once created, these labels can be applied to various items within a Project, and then used within the Community level Project Dashboards or Community Reports to see data across your Projects.
  • Each unique Cross Project Label can only be associated to one item in each Project. If you assign a "Bug Reports" Cross Project Label to your "Issues" Feedback type, it cannot be assigned to any other Feedback types in that Project.
  • When removing an existing Cross Project Label, the system will prompt you regarding where the label is currently in use, and thus what will be affected if you remove the label. Be careful when removing an existing Cross Project Label, as it could already be in use across many Projects!
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