Before you begin
Priorities are labels and can be used to group and sort Tasks; see Filter, Group, and Sort Tasks for the available options.
Priority is optional. Tasks without a priority are sorted under “No Priority”
Tasks created before this release do not have a priority. Existing tasks are not updated automatically, and they are sorted under “No Priority”.
How to set a priority on a task
You choose the priority when you create or edit a task.
Open the Task List from the left navigation panel.
Click New Task, or select the three dots to the right of an existing task, and select Edit.
Select a priority: Low, High, or Urgent.
Click Save.
The task now shows the priority you selected next to the assignee's initials.
How to add a priority to tasks created by an automation
When an automation includes a "Create Task" action, you can choose the priority for the tasks it creates.
Navigate to Admin → Practice → Automations.
Open the automation you want to change.
In the Create Task action, choose a priority.
Click Save.
Note: Automations created before task priorities were released show the priority options when you open them for editing. |
Frequently asked questions
Do existing tasks have a priority?
No. Existing tasks do not have a priority until you edit them and select one.
Is priority required?
No. The priority field is optional.
What priority options are available?
Low, High, and Urgent.
Submit feedback
Feel free to give us feedback on task priorities by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email [email protected].