Managing Priorities

Updating Progress

The progress meter for a priority can be viewed on the Priorities home page (if configured) or the Details tab of a priority.

The value displays 0% when the priority is created. Progress is updated manually. To edit the progress value, perform the following steps:

Step 1: Click Update progress from the Details tab of a priority.

Step 2: Select the desired value on the scale with the cursor in increments of ten.

Step 3: Click Update.

The updated value now appears on the page.

Updating the Score

The priority score is viewed on the Priorities home page and the Details tab of a priority.

It can be updated by clicking Update Score under the meatballs menu.

Updating Status

The priority status is viewed on the Priorities home page and the Details tab of a priority.

Status can be updated via bulk actions, but to update for one priority, perform the following steps:

Step 1: Click the priority status flag on the Priorities home page (or click the priority status flag displayed on the Details page).

Step 2: Select the desired status indicator from the pulldown menu.

Step 3: Click Update status.

A notification confirms the action.

Editing Fields

Existing priorities can be updated in two ways:

Step 1a: From the Priorities home page, click Edit priority under the meatballs menu.

Step 1b: From the Details tab of a priority, click Edit Priority.

All fields that were available when the priority was created can now be edited.

Step 2: Click Save when finished.

Bulk Actions

Bulk action options appear after one or more priorities are selected by clicking the checkbox to the far left of the Priority title field or by clicking the box next to the column header.

Click Actions to see the list of options.