Overview
Task priority levels are used to manage work based on the urgency of your tasks.
This article covers Limble's default task priority levels, how to create new priority levels, and an example of a custom dashboard widget to look at task priorities for work management.
Table of Contents
Default Priority Levels
Limble offers 3 default task priorities: 1 - High, 2 - Medium and 3 - Low.
The priority level can be found at the top of the task.
By default, Limble assumes all new tasks are low priority. The default priority level can be changed by Super Users, which we cover in the next section.
Configure Priority Levels
Only Super Users can make changes to priority levels. To do this, go to Settings > General Task Settings > Priorities.
This can also be done from within a task by clicking on the priority level and selecting "Edit Priorities" from the dropdown.
In the new window, you can make changes.
You can change the priority names by making changes in the text field.
Low Priority is the default priority for new tasks. To change this, check the checkbox next to "Default Priority."
Priority colors can be changed by clicking on the colored square or by entering the desired hex code in the text field.
To add a new priority, click the "Add a Priority" button.
Name your new priority and select a priority color.
You can change the order of your task priorities by hovering to the left until the fourway arrow icon appears, then dragging and dropping the priority in the desired order.
Change a Task's Priority Level
You can change a task's priority level even if the task is already open or in progress.
Within a task, find the priority level and click on it. Select your desired priority level from the dropdown.
You can also change task priority levels in bulk from the Manage Work page. From the Bulk Actions button, select "Change Priority" from the dropdown.
In the new window, select your desired tasks, then click "Select."
In the next window, choose your desired task priority level.
Then, click "Change."
Confirm your selection by clicking "Yes."
Priority Levels in a Dashboard Widget
Creating a dashboard widget to view tasks by priority is a great way to quickly prioritize open or even backlogged tasks.
It can also help your technicians prioritize their current task list without needing to meet with a manager.
In this example, we'll set up a pie graph to look at open tasks by priority.
Navigate to the Custom Dashboards page and click "Add Widget."
In the new window, in the "I want..." section, select "Tasks." |  |
In the "That are...." section, select all task types. |  |
In the "With a Status of..." section, select "Open" and "In Progress." |  |
In the "With a Priority of..." section, select all priorities. |  |
In the "With a Created Date in..." section, select "All Time." |  |
In the "Viewed as a..." section, select "Pie Graph." |  |
Within the "Display the following information..." section:
For "1) I would like to view..." choose "Number of" "Tasks." |  |
For "2) Split it up...." choose "By Priorities." |  |
You can ignore the other filters.
Finally, name your widget. Remember to label your widgets so you can clearly identify what information the widget is displaying. We'll call this "Open Tasks by PRIORITY." |  |
This widget has a clear visual to indicate how many tasks are currently open with each task priority, along with a numbered list. Since the widget is interactive, clicking on the widget will open a new window with the list of tasks.
If I click on the blue portion of the pie graph, my high priority tasks will open in the new window.
I can see that 3 of the 4 high priority tasks are assigned to the same user. To help manage their workload and ensure that these high priority tasks are done in a timely manner, I may decide to reassign some of these tasks to other users.
There are many different ways to customize widgets, so feel free to use this as a starting point to create a task priority widget that meets the needs of your team.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.