Priority

Creating a Priority

  1. Open the Priority tab and click the + Add Priority button. This opens the New Priority window.

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  2. Complete the fields as follows:

    3. Company

    Select the company which will use this priority in issue creation. If Priority is set to Global in configuration, this field will be hidden.

    Code

    Enter a code for the priority. This is for internal use only.

    Description

    Enter a description of the priority. This is the text that will appear in the lookup list.

    Colour Code

    Select a colour code for the priority. Issues of this priority will be marked by a line of this colour on the issues list on mobile, to allow mobile users to quickly discern between high and low priority issues.

    Order

    Enter a number to dictate where this priority will appear in the lookup list. Order number 1 means it will be at the top of the list, order number 2 means it will be the second option down and so on.

    Active

    Tick this box to make this an active priority. If you do not tick this box, users will not be able to select this priority when managing issues.

    All Templates

    Select whether you want this priority to initially be marked as In Use or Not in Use when it is pushed to the relevant contract templates. If it is marked as Not in Use by a contract template, and the contract template override is activated for priority, users will not be able to select this priority when managing issues linked to contracts using that template. Note that if the priority is not active, it is locked to Not in Use.

    All Contracts

    Select whether you want this priority to initially be marked as In Use or Not in Use when it is pushed to the relevant contracts. If it is marked as Not in Use for a contract, and the contract level override is activated for priority, users will not be able to select this priority when managing issues linked to that contract. Note that if the priority is not active, it is locked to Not in Use.

  1. Click to save the priority.

Editing a Priority

Inline editing is enabled within the grid for every field except Company.

Deleting a Priority

  1. To delete a priority, click the trash can iconin the Actions column. You will receive a confirmation popup asking if you are sure.

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  2. Click to confirm.