All Collections
Work
Workflow
Priority Board
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 over a week ago

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 across the bottom of every XBert and Task.

    (in order of appearance)

    1. Processes - change the process the item is filed under.

    2. Assign to user

    3. Update the Due Date

    4. Comments and History section

    5. Commit Actual Time

    6. Status updates the status of the item.


What's Next?

Did this answer your question?