Account Administrators can create Custom Priority names, to be added to the Priority dropdown list based on organisational needs. These Custom Priorities are universal to your account, and will apply to all Projects in the Account.
Any Project User will be able to access the Custom Priority names, once created, from the Priority dropdown list for Tasks, Complaints and Commitments.
Custom Priority names are an excellent way to ensure you can import existing Task, Complaint or Commitment data with your organisational Priority names or labels. Further, it allows you align your prioritization in Simply Stakeholders, with your organisational prioritization terminology, or with response KPIs, etc.
Creating and editing Priority Level names
Access Priorities Menu
Log in as an administrator.
Navigate to the admin settings menu > Tracking and Data Organization > Priorities
Screenshot showing the Priority menu location
Edit Existing Custom Labels
You will be able to access and edit the pre-set priorities: High, Low, and Medium.
To edit an existing Priority Level, click the pen icon next to the Priority you wish to modify.
Edit the name by typing into the Priority Name* field
Edit the font color by clicking the Font Colour Icon
Edit the background color by clicking the Palette Icon
Note the preview of your Priority Name below:
Screenshot showing the Edit Priority window
Create a new Priority Label
Click the green 'Add Priority' button located in the top right of the priorities interface:
Screenshot of the Priorities interface
Enter a name for your new priority label (e.g., 'Three Day Response').
Select a background color by clicking the Palette Icon:
Enter a hex code or move the selector to choose a color.
Screenshot showing the Add New Priority window - background color selector pop-up
Choose a font color:
Drag the slider to select between black, grey through to white, or toggle directly to either black or white.
Screenshot showing the Add New Priority window - background color selector pop-up
Once satisfied with your selections, click 'Save' to create the priority label, or 'Cancel' to exit without saving.
Notes
Priority Level names are universal to the whole of the Simply Stakeholders Account, including all Projects.
Only unique Priority names can be created. A duplicate Priority prompt will be displayed in the case of a duplicate name being entered:
Screenshot showing duplicate prompt message pop-up "Error: This Priority Level name has already been used."
New Priority Level names will be sorted in the list based on alphabetical order.
Administrators will be able to edit the names of existing/default and added Priority Level names.
Administrators will be able to delete the Priority Level names only if the Priority is not associated with any existing data.
If "Priority Level name" being deleted is associated with an existing record , the delete button will be hidden.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].