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Managing Priorities

Priorities can be added to Objects, Tasks, and Milestones to help organize your work by order of most importance.  When creating Custom Objects to add to your workflows, you can choose whether each new Object created will be able to use priorities.

Priorities can be added, edited, and removed in System settings > Workflow > Priorities.

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Creating a priority

Click the  Create button, opening a new dialog window.

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Select the Color, enter a Name and a Value.

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Editing or removing a priority

Click the pen icon on a row corresponding to a specific type to Edit it or the Delete (trash can) icon to remove it.

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The Edit dialog has the same information fields as the Add dialog. Edit the fields and click Update to confirm.

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Please note:

  • The items in the list can be dragged and dropped to change the order in which they appear in the drop-downs.
  • The first item will be the default type when creating new items in the spreadsheet.
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