Custom fields are a powerful tool for organizing and prioritizing tasks within your project.
By creating a custom field for task priority, you can easily manage and group tasks based on their importance, simplifying your workflow.
Creating the Custom Field
1) Open the Project Sidebar
Access the project settings by clicking on the sidebar icon in the upper right corner of your screen, then expand the Custom Fields section.
2) Select "Manage Task Custom Fields"
Navigate to the custom fields manager by selecting Manage Task Custom Fields.
3) Add a New Custom Field
Click Add New Custom Field, then choose the Single-select as the field type. This ensures users can select from predefined options.
4) Define Field Details
Give your custom field a descriptive name, and add a description and options that reflect your priority levels (e.g., High, Medium, Low).
Tip: If you want this field to be reusable across multiple projects, add it to the Custom Fields Library.
For more info on using the Custom Fields Library, follow this link.
5) Create the Field
After clicking Create field, your custom field will appear in the custom fields list for all the tasks within the project, ready to be used!
Note: When checking or adjusting the project's custom fields through the sidebar, the Library tag will show if the field has been added to your library for future use on other projects.
Assigning a Priority to Multiple Tasks
Once your custom field is set up, it will be available for all tasks in the project. To efficiently assign a priority to multiple tasks, follow these steps:
Add the Task Custom Field to Your View
Switch to either the Table or List layout, and add the custom field you created as a visible column. This allows you to quickly view and update task priorities in bulk.
Assign Priority Directly from the Task Overview
Rather than opening each task individually, you can assign or update task priorities directly from the overview. Simply select the priority from the dropdown in the custom field column.
Bulk Assign Priority to Multiple Tasks
Alternatively, check the boxes next to the tasks you want to assign the same priority. Then, open the three-dot menu in the upper right and set the priority for the selected tasks.
Grouping Tasks by Priority
For better organization, you can group tasks by their priority level. Select Group from the view options, then choose the custom priority field you created.
This will sort tasks by priority, allowing you to quickly see which tasks need attention first and helping you manage workloads more efficiently.
