How to Use Labels to Organize Progress

Introduction


Labels make tracking in Scrivener a lot like spreadsheet programs like Microsoft Excel. Labels don’t come with a spreadsheet, but they make it easy to track correspondences. You can use different colors depending on if you have yet to contact a client or agent, reached out once and are waiting for a response, are doing a follow-up, or are farther along and waiting on feedback on your work.


Here’s how you can set up Scrivener to sort the stages of your correspondences with Labels.


Tutorial


  1. Click a file so the labels will be visible once you activate them.


  1. Click Inspector.


  1. At the bottom of the Inspector, click the Labels menu. By default, it says No Label but shows an arrow.



  1. In the Labels menu, click Edit… in the Labels menu.



  1. In the Project Settings window, add Labels by clicking the +. Delete Labels by clicking the -.


  1. Double-click the colored circles next to the Label to change the Label’s color.


  1. Double-click the Label’s name and enter a new name to rename a Label.


  1. Click OK.



  1. On the top Menu Bar, click View.


  1. Point to Use Label Color In, and click Binder.



Result:



  1. Repeat Steps 9 and 10 to remove the Label Color in the Binder.


  1. Moving on, click View.


  1. Point to Use Label Color In, and click Outliner Rows. 



  1. Click the folder you’re working in and click Outliner mode from the top of Scrivener, or find it under View. You can see the Label-colored outline now.



  1. Repeat Steps 12 and 13 to remove the Label Color in Outline Rows. You will still see the circles in the Label next to your correspondents.



  1. You can modify the columns from the right-pointing arrow in the upper right corner of the Editor window.



    • Note: Scrivener has a Modified Date column, so if you're updating your Scrivener correspondence as your emails update, it will tell you the last time you communicated.
      1. To add Modified Date and other categories, go to the top Menu Bar and click View.


      1. Point to Outliner Options, and click Modified Date.


      1. Alternatively, in the Outliner, go to the upper right of the Editor, and click the small arrow for a drop-down menu of column options.



Conclusion


That’s how you as a professional writer can use labels to organize your progress. Hopefully, you find it a useful and worthwhile approach to managing client relationships and the like.


Now that you’ve gone through all of my tutorials, move on to the Conclusion where I’ve compiled the resources I referred to throughout the tutorials.


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