We've introduced a new feature to enhance your workflow: Priority. This article will guide you on effectively using this feature on your boards, work orders, estimates, invoices, etc.
What is the Priority feature?
Priority allows you to rank your tasks based on their importance or urgency. It works on all boards except survey boards and can be set to one of five levels: Normal, Low, Medium, High, and Highest.
How to Use the Priority Feature
Unhide the Priority Column: To access the priority feature, unhide the Priority column on your board. You can do this by going to the 'Show More' menu and selecting the 'Hide Column' feature.
Sorting Boards by Priority: You can sort your boards based on task priority. This feature helps in prioritizing tasks and streamlining your workflow.
Changing Priority: You can alter the priority of tasks directly from the batch menu or from within a specific work order, estimate, invoice, etc. This allows you to adjust your workflow based on changes in task urgency or importance.
Automating Priority Changes: The priority feature can be used in automated events. For example, you can set an action to bump up the priority of a work order if it's delayed or queued for too long. This ensures that important tasks are not overlooked and helps maintain an efficient workflow.
Remember, effectively using the Priority feature can greatly enhance your workflow and ensure important tasks are completed on time.
Please contact our support team if you have any questions or need further assistance with this feature.