Get started with Priorities
Priorities is a streamlined, intuitive experience tailored for task owners. Priorities will be rolled out in phases, starting with the worklist.
With Priorities, you can enjoy
- Manage and prioritize daily tasks: Organize your day or week with consolidated navigation for better clarity
- Greater productivity: Access project context and perform tasks quicker with fewer clicks
- Personalized features: Benefit from features uniquely designed for task owners
The Priorities Worklist and Calendar display work items assigned to you. You cannot see work items assigned to your team.
Find and organize your work
In Priorities, you can filter and group your work to help you manage deadlines and prioritize your what is important to you. You can also quickly identify Urgent work with the My Focus column.
Find your work with filters
Find your most important work with filters. You can use a natural language to find work with the Smart filter, or
You can use the Standard filter to find tasks and issues assigned to you:
Organize your work with Groups
After you have filtered your work, you can group items based on
- My Focus
- Week due
- Status
- Project
For more information, see Filter and group your work in Priorities.
Prioritize important work items with My Focus
My Focus is a column in the worklist that helps you to prioritize your work. The My Focus value is personal and does not impact project, task, or issue data. You can use the following focus levels:
- Urgent
- High
- Normal (default)
- Low
Once you have assigned focus levels to your work items, you can sort the column to surface urgent items at the top of your worklist.
For more information, see Prioritize important work items.
Use the Calendar view
The Calendar view will provide a visual representation of your tasks and issues. You will be able to choose between a day, week, or month view. You will also be able to filter items in a similar way to the worklist.
Work on tasks and issues
In Priorities, you can update work items to keep your work item details current, log time to track your work hours accurately, upload assets without having to navigate to a project, and add quick links for easy access to frequently used resources.
Add and view updates
Add an update on a task or issue to communicate your progress to others.
The Updates section shows system updates, and up to 200 of the most recent updates users made within the past 90 days.
For more information, see Add and view comments in Priorities.
Log time
You can log time for work items to indicate the number of hours you spend working on them. You can also log time that is not related to work, like vacation, sick time, or time you spend in meetings. The time you log displays in your timesheet.
For more information, see Log time in Priorities.
Upload files
Upload files directly to the task or issue’s Documents area without having to navigate to a Project. When you upload a file from Priorities, you can
- Select an existing folder
- Upload the file with an update stream comment
- Add additional files
- Import files from connected document integrations
For more information, see Upload files in Priorities.
Add quick links
You can embed frequently used links in the work item’s details page. Quick links allow you to quickly visit or copy the link.
For more information, see Add and manage quick links in Priorities.
View documents
The Documents tab allows you to view all files related to a work item. You will be able to filter documents by name, file type, or person, and sort by name and upload date.
You will also be able to open the document or proof.
Review and approve assets
From the Documents tab on a task or issue, you can
- Create a simple or advanced proofs
- Launch the proofing viewer to leave comments and make decisions
Use Catch me up to see what you missed
Use the Catch me up feature to see what you missed. Catch me up will summarize updates, uploaded documents, approvals, and other notable changes about your projects within the following time frames: 24 hours, 3 days, 7 days.
For more information, see Catch up on work in Priorities.
View real-time updates on the Details page
You can view real-time updates on the Details page of a task or issue. You can also see if others are viewing the page at the same time as you with real-time presence indicators.
Considerations
- Workfront Administrators cannot customize priorities through the Layout Template at this time.
- Accessing tasks in Priorities is across tabs. We plan to add additional tabs, like Documents, Subtasks, Approvals, etc, in the future. Let us know you need these items by submitting feedback using the Give Feedback button.