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How To: Action Priority Tasks
How To: Action Priority Tasks

For actioning the items on your Priority Board.

Soraya Brown avatar
Written by Soraya Brown
Updated this week

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 board, select the Lightning Bolt icon from the side panel.

  2. Priorities are in number order down in the left column. You can easily click and drag to re-arrange the number order or your items.

  3. You can action items on your Priority board the same way you action items on your Work board.

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

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

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

    2. Assign 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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