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How To: Action Priority Tasks

For actioning the items on your Priority Board.

Soraya Brown avatar
Written by Soraya Brown
Updated yesterday

You can easily Action your Priority Tasks and XBerts in one place.

Once you made a Task or XBert a Priority, go to the Priority Board to action these.

  1. From the Work Tasks, select the Lighting Bolt icon from the side panel - this is the Priority board.

  2. You can action items on your Priority board the same way you action items on your Work list or work board.

    Select the item from the list, then do your Actions in the details tile.

  3. The Action Bar is on the right side of every Task

    1. Processes - View/Change the process the work item is assigned to

    2. Assign or reassign the task to a user

    3. Due Date

    4. Comments and Activity section

    5. Time - Commit actual time for the task

    6. Once you click on a button from this bar, it will open up the new slide-out on the right.

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