# Managing Personal Labels in Kanban

Salesforce introduced **personal labels** as a way for users to organize and track their records individually. You can read more about Salesforce’s standard implementation of record labels in the [official Salesforce documentation](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_features_core_record_labels.htm\&release=250\&type=5).

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**Flexi Kanban** takes this concept further by integrating personal labels directly into the **Kanban Board** experience.&#x20;
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With Flexi Kanban, you can:

* View personal labels on your Kanban cards.
* Create new personal labels without leaving the board.
* Assign or remove labels from records using an intuitive context menu.
* Delete labels you no longer need.
* Customize label colors to make them visually meaningful and easier to scan.
* Filter and search for records by personal labels.

This article explains how to manage personal labels for records directly in Flexi Kanban.

### Displaying Labels on a Card

When designing a Kanban card layout, you can decide where personal labels should appear by dragging and dropping a corresponding element from the left panel onto the card layout canvas.

<figure><img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FVTabXUkUvcP5YqjftVfU%2FScreenshot%202025-09-18%20at%204.10.44%E2%80%AFPM.png?alt=media&#x26;token=c2274c12-6703-47cf-bf01-aea9aa4d0a14" alt=""><figcaption></figcaption></figure>

### Viewing Labels on Kanban Cards

Once configured, labels will appear directly on the rendered Kanban cards. For example, you might see labels such as **In Progress**, **Under Review**, or **Gold Level**.

<figure><img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FwkahihAjRwe45bzITLft%2FScreenshot%202025-09-18%20at%204.29.15%E2%80%AFPM.png?alt=media&#x26;token=13f1005a-eaa1-4f92-a7de-c9cc9a72c54e" alt=""><figcaption></figcaption></figure>

### Managing Labels from a Kanban Card

To add, edit, or remove labels on a specific record:

1. **Right-click on the card.**
2. From the context menu, choose **Manage Labels**.

<figure><img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FtFuuGiFheiIO8FVXDKDM%2FScreenshot%202025-09-18%20at%204.16.02%E2%80%AFPM.png?alt=media&#x26;token=dfc5cc36-4b59-4886-8dc6-5f51518c2caf" alt=""><figcaption></figcaption></figure>

### Assigning and Creating Labels

In the **Manage Labels** window, you can:

* Search and assign an existing label.
* Create a new personal label.
* Pick a **custom color** for your label (a feature unique to Flexi Kanban).
* Remove labels from the record.

<figure><img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2F19v3Ps6f8BwqYneaRp39%2FScreenshot%202025-09-18%20at%204.32.36%E2%80%AFPM.png?alt=media&#x26;token=75c8d072-9a6b-4d78-9ac5-fad1a235cf67" alt=""><figcaption></figcaption></figure>

### Filtering Records by Labels

Flexi Kanban also supports filtering boards by personal labels.\
This allows you to focus on specific work items across the board — for example, showing only records marked **In Progress** or **Under Review**.

<figure><img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FiWxh6UjgY7paFvz5AT9T%2FScreenshot%202025-09-18%20at%204.38.09%E2%80%AFPM.png?alt=media&#x26;token=2535151a-8163-4a92-b334-3e2676f476cf" alt=""><figcaption></figcaption></figure>

### Why This Matters

Personal labels are a lightweight way for Salesforce users to organize their work without requiring admin setup. Flexi Kanban makes them **easier, faster, and more visual**, turning your Kanban board into a personalized command center.
