Priorities (Workflow)

Modified on Tue, 17 Dec at 2:22 PM

Communicating the relative importance of all the Work your team is juggling is paramount to achieving alignment within your organization and managing your team’s ability to produce desired outcomes. Now you can easily assign the appropriate level of priority to Projects, Tasks, and Proofs in Workflow with our Priorities feature.


Features described in this article are not included in all subscription plans. 
Interested in expanding your feature set? Please reach out to success[at]lytho[dot]com. Have a question about your current subscription? Contact our Support Team for further assistance.


TABLE OF CONTENTS


Getting Started with Priorities

Navigate to your Account Settings and select the Priorities tab to access your Priorities. Select Add Priority to create a new Priority. 


Create a name, select a color, and check which type(s) of Work your Priority will be applicable to. Click Create Priority when complete. 


Ensure your selections are accurate and click Save if you have made any updates. 


Reorder your Priorities using the drag and drop handles to the left of each Priority. The order of your Priorities determines the order they will appear when selecting them in Projects, Tasks, and Proofs. This will also dictate sort order when viewing Priorities in list and custom views!




Using Priorities in Lytho

Select Add Priority under Priority in the details tab of your Project, Task, or Proof to add a Priority. 



The Priority will display in your list views.  



List your Projects by Priority by clicking the list dropdown and selecting by Priority. The order of your Priorities in Account Settings will dictate the order that your Projects with Priorities will display. 


Within table views, Priorities can be used as a filter to restrict results or as a column.



Priorities in Project Templates

Set default Priorities in your Project Templates to ensure Projects are prioritized accurately. From the DETAILS section of your Project Template, click the dropdown menu below Priority and select the appropriate Priority. 



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